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 GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $283,727 |
MARSH & MCLENNAN AGENCY LLC1+ years Filed as: MMA SECURITIES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $66,124 |
Service code 13 · EIN 20-4795685 | Contract Administrator | $17,020 |
11 funds of $250K or more; 19 lines in all, holding $23.9M of the plan's $24.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 94% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $22.4M | 94.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $484K | 2.0% |
| Principal LargeCap Growth I Sep Acct Z T. Rowe Price · Collective trust | $150K | 0.6% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $123K | 0.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $95K | 0.4% |
| Principal Midcap S&P 400 Index Z Principal · Mutual fund IndexRecordkeeper's own fund | $93K | 0.4% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $91K | 0.4% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $87K | 0.4% |
| Principal Small Cap S&P 600 Index SA-Z Principal · Mutual fund IndexRecordkeeper's own fund | $70K | 0.3% |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. Rowe Price · Mutual fund | $42K | 0.2% |
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.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.