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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $28,604 |
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $13,155 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
7 funds of $250K or more; 22 lines in all, holding $7.2M of the plan's $7.4M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $6.4M | 89.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $106K | 1.5% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $89K | 1.2% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $78K | 1.1% |
| Insurance Company General Principal Principal · Insurance contract Recordkeeper's own fund | $68K | 1.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $59K | 0.8% |
| John Hancock Disc Val MC R6 John Hancock (Manulife) · Mutual fund | $46K | 0.6% |
| Virtus KAR Mid-Cap Core Fund Class R6 Virtus · Mutual fund | $37K | 0.5% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $36K | 0.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $36K | 0.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.