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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $61,905 |
Service code 27 · EIN 33-0785439 | Advisory (Plan) | $47,147 |
7 funds of $250K or more; 18 lines in all, holding $16.1M of the plan's $17.4M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.2M | 50.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $3.5M | 22.0% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $2.1M | 13.2% |
| DFA Real Estate Secs I Fd Dimensional · Mutual fund | $917K | 5.7% |
| Putnam LC Gwth TR R Class Franklin Templeton · Collective trust | $420K | 2.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $181K | 1.1% |
| Great Gray Large Cap Value II Fund Manager not matched · Collective trust | $144K | 0.9% |
| T. Rowe Price Funds T. Rowe Price DIV MC GR I FD T. Rowe Price · Mutual fund | $138K | 0.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $116K | 0.7% |
| Blackrock Lifepath Index Retirement Fund Class K Shares BlackRock · Mutual fund | $76K | 0.5% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.