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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 | $169,078 |
Filed as: SIGNATURE ESTATE & INVESTMENT ADVIS Service code 27 | Advisory (Plan) | $84,689 |
Filed as: UNIGLOBAL PENSION PLANNING INC Service code 49 | Other Services | $21,254 |
Filed as: MATTHEWS, CARTER & BOYCE Service code 10 · EIN 54-1487262 | Accounting | $16,328 |
Filed as: SIGNATURE ESTATE & INVESTMT ADVISOR Service code 27 · EIN 95-4806910 | Advisory (Plan) | $0 |
Service code 49 · EIN 13-3601506 4114 LEGATO ROAD, SUITE 300 · FAIRFAX, VA 22033 | Other Services | $0 |
24 funds of $250K or more; 19 lines in all, holding $51.2M of the plan's $51.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $33.5M | 65.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $4.1M | 7.9% |
| Principal Life Principal LargeCap Growth Principal · Separate account Recordkeeper's own fund | $3.3M | 6.5% |
| Insurance Company General Account- Principal Life Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $2.8M | 5.6% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund Possible retail class A | $1.1M | 2.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $996K | 1.9% |
| Vanguard Dividend Growth Investment Fund Vanguard · Mutual fund Possible retail class A | $957K | 1.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $767K | 1.5% |
| Vanguard Group Vanguard Windsor Admiral Fund Vanguard · Mutual fund Possible retail class A | $620K | 1.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $616K | 1.2% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Long-Term Treasury Fund Admiral Shares | $276K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.