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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $12,072 |
9 funds of $250K or more; 28 lines in all, holding $5.8M of the plan's $5.8M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTm 2040 Sep Acct Principal · Collective trust Recordkeeper's own fund | $1.1M | 18.9% |
| Principal LifeTm 2050 Sep Acct Principal · Collective trust Recordkeeper's own fund | $679K | 11.8% |
| Principal LifeTm 2060 Sep Acct Principal · Collective trust Recordkeeper's own fund | $511K | 8.9% |
| Principal LifeTm 2045 CIT Principal · Collective trust Recordkeeper's own fund | $494K | 8.6% |
| Lgcap S&P 500 Index Sep Acct Manager not matched · Collective trust Index | $411K | 7.1% |
| Guaranteed Interest Account Manager not matched · Insurance contract | $379K | 6.6% |
| Principal LifeTm 2055 CIT Principal · Collective trust Recordkeeper's own fund | $373K | 6.5% |
| Principal LifeTm 2065 CIT Principal · Collective trust Recordkeeper's own fund | $281K | 4.9% |
| MidCap Separate Acct+ Manager not matched · Other | $273K | 4.7% |
| LargeCap Growth I Sep Acct+ Manager not matched · Other | $244K | 4.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.