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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $71,718 |
STIFEL NICOLAUS & CO INC8 years Service code 49 · EIN 43-0538770 | Other Services | $22,038 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
16 funds of $250K or more; 25 lines in all, holding $12.0M of the plan's $12.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $6.7M | 55.6% |
| Janus Henderson Forty Fund Janus Henderson · Mutual fund | $821K | 6.8% |
| Principal Equity Income Separate Account Principal · Insurance contract Recordkeeper's own fund | $614K | 5.1% |
| Macquarie Emerging Markets Fund Macquarie / Nomura · Mutual fund | $466K | 3.9% |
| Principal Stable Value Z Fund Principal · Insurance contract Recordkeeper's own fund | $332K | 2.8% |
| American Mutual Fund Manager not matched · Mutual fund | $281K | 2.3% |
| Principal American Balanced Fund Principal · Mutual fund Recordkeeper's own fund | $278K | 2.3% |
| Principal SmallCap Value II Separate Account Principal · Separate account Recordkeeper's own fund | $267K | 2.2% |
| Eupac Fund Manager not matched · Mutual fund | $259K | 2.1% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Mutual fund | $256K | 2.1% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.