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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP2 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $20,408 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $13,421 |
11 funds of $250K or more; 16 lines in all, holding $9.4M of the plan's $9.6M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $1.7M | 17.9% |
| Pooled Separate Accounts Fidelity 500 Index Fidelity (FMR) · Separate account Index | $1.3M | 14.3% |
| Large Cap Value R1 Fund Manager not matched · Separate account | $974K | 10.3% |
| Large Cap Growth Fund II R1 FD Manager not matched · Separate account | $917K | 9.7% |
| Fidelity International Index Fund Fidelity (FMR) · Separate account Index | $787K | 8.3% |
| Principal Core Fixed Income Separate Account Principal · Separate account Recordkeeper's own fund | $779K | 8.3% |
| Diversified International Fund Principal · Separate account Recordkeeper's own fund | $642K | 6.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Separate account Index | $433K | 4.6% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Separate account | $400K | 4.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Separate account Index | $353K | 3.8% |
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.
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).
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.