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 GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $40,044 |
MARSH & MCLENNAN AGENCY LLC4 years Filed as: MMA SECURITIES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $22,424 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $9,094 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
15 funds of $250K or more; 18 lines in all, holding $13.6M of the plan's $13.9M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Manager not matched · Mutual fund Target-date, 12 vintages | $2.8M | 20.4% |
| Blackrock Global Allocation Fund, INC. Class K BlackRock · Mutual fund Possible retail class A | $2.1M | 15.7% |
| Columbia Cap All Agg Inst 3 Fd Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $2.0M | 15.1% |
| Blackrock Equity Dividend Fund Class K BlackRock · Mutual fund Possible retail class A | $1.2M | 9.1% |
| Lrg Cap Grth III R1 Manager not matched · Collective trust | $914K | 6.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $820K | 6.0% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $732K | 5.4% |
| Victory Syca Sm Co Opp R6 Fund Victory Capital · Mutual fund Possible retail class A | $621K | 4.6% |
| Thornburg International Equity Fund - Class R6 Thornburg · Mutual fund Possible retail class A | $472K | 3.5% |
| Columbia Cap All Mod Agg Ins 3 Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $386K | 2.8% |
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.
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.