Filings through .
4 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$30K in admin expenses, $86 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 17 lines in all, holding $15.8M of the plan's $16.5M. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $4.8M | 30.7% |
| Prin LgCap S&P 500 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $3.1M | 19.8% |
| Prin LargeCap Growth I SA-R6 Principal · Insurance contract Recordkeeper's own fund | $1.8M | 11.5% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $1.1M | 7.1% |
| Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $829K | 5.2% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $722K | 4.6% |
| Prin Core Fix Inc Sep Acct-R6 Principal · Insurance contract Recordkeeper's own fund | $674K | 4.3% |
| Prin Diversified Intl SA-R6 Principal · Insurance contract Recordkeeper's own fund | $659K | 4.2% |
| Prin MidCap Value I SA-R6 Principal · Insurance contract Recordkeeper's own fund | $443K | 2.8% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $300K | 1.9% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
7 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $29,935 |
BAIRD INSURANCE SERVICES INC10+ years Service code 49 · EIN 39-1236032 Other Services | $8,059 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
10 filings · 2016 to 2025