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 GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $66,901 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $41,082 |
23 funds of $250K or more; 25 lines in all, holding $61.3M of the plan's $63.1M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $11.7M | 19.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.6M | 12.4% |
| Invesco Comstock Fund Class R6 Invesco · Mutual fund | $5.2M | 8.5% |
| JP Mrgn US Garp Equity R6 Fnd Manager not matched · Mutual fund | $5.0M | 8.2% |
| Bond Market Index Sep Account + Manager not matched · Mutual fund Index | $4.2M | 6.8% |
| Thornburg Strategic Income Fund - Class R6 Thornburg · Mutual fund | $3.4M | 5.5% |
| Am Fds Am Hi-Inc Trust R6 Fund Manager not matched · Collective trust | $3.3M | 5.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $3.2M | 5.3% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $3.1M | 5.0% |
| Vanguard Total Wld St Index Adm Vanguard · Mutual fund Index | $2.3M | 3.8% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.