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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $83,452 |
21 funds of $250K or more; 12 lines in all, holding $52.8M of the plan's $53.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $39.1M | 74.0% |
| Harbor Capital App Inst Fund Harbor Capital · Mutual fund | $3.0M | 5.7% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $2.9M | 5.6% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $1.7M | 3.2% |
| Prin Equity Income SA-Z Principal · Insurance contract Recordkeeper's own fund | $1.1M | 2.2% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 2.0% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $851K | 1.6% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $791K | 1.5% |
| BlackRock Total Return Fund BlackRock · Mutual fund | $587K | 1.1% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $578K | 1.1% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighAm Fds EuroPacific Grth R6 Fd to MFS International Equity Fund Class R6 | $668K to $851K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.