Filings through .
Filed March 26, 2021 (most recent of 2 filings on file)
Street address, email and phone are on Pro, free for 7 days.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $112,132 |
19 funds of $250K or more; 14 lines in all, holding $26.8M of the plan's $27.5M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Fidelity Freedom Index, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintages | $19.5M | 72.6% |
| Fidelity Advisor Growth Opportunities Fund Fidelity (FMR) · Mutual fund | $1.6M | 5.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 5.3% |
| BlackRock Liquidity FedFund BlackRock · Mutual fund | $761K | 2.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $666K | 2.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $553K | 2.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $396K | 1.5% |
| MFS New Discovery Fund MFS (Sun Life) · Mutual fund | $383K | 1.4% |
| Small Cap Value Fund American Century · Mutual fund | $377K | 1.4% |
| Fidelity Advisor International Capital Appreciation Fund Fidelity (FMR) · Mutual fund | $326K | 1.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.