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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $4,244 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
12 funds hold $399K of the plan's $404K. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 94% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Manager not matched · Mutual fund Target-date, 12 vintages | $374K | 93.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $9K | 2.3% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $6K | 1.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2K | 0.6% |
| Allspring Core Bond Fund Class R6 Allspring · Mutual fund | $2K | 0.5% |
| Schwab Fund US Large Cmp Index Fund Charles Schwab · Mutual fund | $2K | 0.4% |
| As Of December 31, 2025 (e) Current Principal Global Investors Trust Principal · Collective trust Recordkeeper's own fund | $1K | 0.3% |
| DFA US Small Cap I Fund Dimensional · Mutual fund | $1K | 0.3% |
| Cohen & Steers Re Est Sec Z Fd Cohen & Steers · Mutual fund | $937 | 0.2% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $705 | 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.