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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 | $83,592 |
EDWARD JONES1+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $27,488 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
7 funds of $250K or more; 20 lines in all, holding $7.3M of the plan's $7.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $5.6M | 77.5% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $346K | 4.8% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $189K | 2.6% |
| Franklin Dynatech Fund Class R6 Franklin Templeton · Mutual fund | $137K | 1.9% |
| Prin SmCap Growth I Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $110K | 1.5% |
| Hartford Dvdnd and Grwth R6 Fd Hartford Funds · Mutual fund | $100K | 1.4% |
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $95K | 1.3% |
| Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $91K | 1.3% |
| Prin Real Estate Secs SA-Z Principal · Insurance contract Recordkeeper's own fund | $66K | 0.9% |
| Prin Core Fix Inc Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $62K | 0.9% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.