Filings through .
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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $24,475 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $9,059 |
8 funds of $250K or more; 27 lines in all, holding $5.4M of the plan's $5.4M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| RetirePilot American Funds 2045 Fund Capital Group · Collective trust | $1.2M | 21.8% |
| RetirePilot American Funds 2040 Fund Capital Group · Collective trust | $735K | 13.7% |
| RetirePilot American Funds 2030 Fund Capital Group · Collective trust | $686K | 12.8% |
| RetirePilot American Funds 2015 Fund Capital Group · Collective trust | $544K | 10.1% |
| RetirePilot American Funds 2020 Fund Capital Group · Collective trust | $525K | 9.8% |
| RetirePilot American Funds 2050 Fund Capital Group · Collective trust | $410K | 7.6% |
| RetirePilot American Funds 2035 Fund Capital Group · Collective trust | $341K | 6.4% |
| RetirePilot American Funds 2025 Fund Capital Group · Collective trust | $312K | 5.8% |
| RetirePilot American Funds 2065 Fund Capital Group · Collective trust | $133K | 2.5% |
| RetirePilot American Funds 2055 Fund Capital Group · Collective trust | $120K | 2.2% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedVanguard 500 Index Fund Admiral Shares | $285K |
| DroppedAmerican Beacon Small Cap Value Fund R6 Class | $260K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
Annual investment return 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.