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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $4,084 |
16 funds of $250K or more; 15 lines in all, holding $14.9M of the plan's $15.3M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $11.1M | 74.5% |
| Ultra Fund R6 Class American Century · Mutual fund | $786K | 5.3% |
| Putnam Large Cap Value I Trust Franklin Templeton · Collective trust | $552K | 3.7% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $523K | 3.5% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $375K | 2.5% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $260K | 1.7% |
| Registered BlackRock iShs US Agg Bond Index K Fund BlackRock · Mutual fund Index | $255K | 1.7% |
| Ishares MSCI EAFE Int Index K FD BlackRock · ETF Index | $183K | 1.2% |
| Registered Vanguard Vgd Infl-Prot Sec Adm Fund Vanguard · Mutual fund | $176K | 1.2% |
| Vanguard High-Yield Corporate Fund Admiral Shares Vanguard · Mutual fund | $136K | 0.9% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.