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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $2,202 |
3 funds of $250K or more; 16 lines in all, holding $1.9M of the plan's $2.0M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth Index Adm a Vanguard · Mutual fund Index | $402K | 21.0% |
| Principal Life Insurance Company Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $388K | 20.3% |
| Vanguard Int-Tm Bd Indx Adm Fd a Vanguard · Mutual fund Index | $363K | 19.0% |
| Vanguard Dev Mkts Index Adm a Vanguard · Mutual fund Index | $155K | 8.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $133K | 7.0% |
| Vanguard Emg Mk Stk Index Adm Fd a Vanguard · Mutual fund Index | $94K | 4.9% |
| Vanguard Hi Yield Corp Adm a Vanguard · Mutual fund | $71K | 3.7% |
| Principal Life Insurance Co. Transition Holding Arrangement Principal · Insurance contract Recordkeeper's own fund | $47K | 2.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $47K | 2.5% |
| Dimensional Fund Advisors DFA US Small Cap I Fund Dimensional · Mutual fund Possible retail class A | $47K | 2.4% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.