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 |
|---|---|---|
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $65,600 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $10,074 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
5 funds of $250K or more; 19 lines in all, holding $5.6M of the plan's $5.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $4.8M | 85.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $225K | 4.0% |
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $185K | 3.3% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $79K | 1.4% |
| JPMorgan U.S. Value Fund JPMorgan · Mutual fund | $50K | 0.9% |
| New World Fund Inc Capital Group · Mutual fund | $43K | 0.8% |
| Blue Chip Fund Principal · Mutual fund Recordkeeper's own fund | $42K | 0.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $37K | 0.7% |
| Fidelity Small Cap Value Fund Fidelity (FMR) · Mutual fund | $32K | 0.6% |
| Blackrock Mid Cap Growth Equity Portfolio BlackRock · Mutual fund | $27K | 0.5% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.