Filings through .
2 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$407K in admin expenses, $419 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more; 28 lines in all, holding $81.9M of the plan's $85.2M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Retirepilot Mod Ret Fund R1 Manager not matched · Collective trust | $22.2M | 27.1% |
| Great Gray Retirepilot Mod 2045 Fund R1 Manager not matched · Collective trust | $15.2M | 18.6% |
| Great Gray Retirepilot Mod 2035 Fund R1 Manager not matched · Collective trust | $13.2M | 16.1% |
| Great Gray Retirepilot Mod 2055 Fund R1 Manager not matched · Collective trust | $9.9M | 12.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.6M | 6.8% |
| Great Gray RetirePilot Mod 2065 Fund R1 Manager not matched · Collective trust | $3.0M | 3.6% |
| Goldman Sachs Stable Value Class I Goldman Sachs · Stable value Stable value | $2.9M | 3.5% |
| Great Gray Trust Company RetirePilot Aggressive 2035 Fund R1 Manager not matched · Collective trust | $1.1M | 1.3% |
| Great Gray RetirePilot Agg 2055 Fund R1 Manager not matched · Collective trust | $1.1M | 1.3% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $1.0M | 1.3% |
| 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 |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
18 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 |
|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $42,904 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 Advisory (Plan) | $38,448 |
UHY LLP5 years Service code 10 · EIN 42-1462849 Accounting | $13,195 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed January 22, 1998.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
10 filings · 2016 to 2025