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 LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,253 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $38,094 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
22 funds of $250K or more; 19 lines in all, holding $22.1M of the plan's $22.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Fidelity Freedom, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintages | $7.9M | 35.6% |
| Principal LargeCap Growth I Separate Account-Z Principal · Insurance contract Recordkeeper's own fund | $2.9M | 13.3% |
| Principal Capital Appreciation Separate Account Z Principal · Insurance contract Recordkeeper's own fund | $2.2M | 10.0% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $1.7M | 7.8% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $1.6M | 7.1% |
| Principal LargeCap S&P 500 Index Separate Account-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.0M | 4.6% |
| Principal Bond Market Index Separate Accoun Principal · Insurance contract IndexRecordkeeper's own fund | $741K | 3.4% |
| Fidelity Adv Div Growth Z FD Fidelity (FMR) · Mutual fund | $556K | 2.5% |
| Principal MidCap S&P 400 Index Separate Account-Z Principal · Insurance contract IndexRecordkeeper's own fund | $528K | 2.4% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $525K | 2.4% |
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity Adv Div Growth Z FD | $556K |
| AddedGoldman Sachs International Small Cap Insights Fund Class R6 Shares | $455K |
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 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.