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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $3,476 |
5 funds of $250K or more; 7 lines in all, holding $3.0M of the plan's $3.1M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $2.8M | 93.2% |
| AB Large Cap Growth R Fund AllianceBernstein · Mutual fund | $89K | 3.0% |
| Prin LgCap S&P 500 Index R3 Fund Principal · Mutual fund IndexPossible retail class R3Recordkeeper's own fund | $76K | 2.5% |
| Prin SmCap S&P 600 Index R3 Fund Principal · Mutual fund IndexPossible retail class R3Recordkeeper's own fund | $21K | 0.7% |
| Insurance Company General Principal Principal · Insurance contract Recordkeeper's own fund | $11K | 0.4% |
| MidCap S&P 400 Index Fund R-3 Principal · Mutual fund IndexPossible retail class R3Recordkeeper's own fund | $5K | 0.2% |
| NEW World Fund INC Class R-3 Capital Group · Mutual fund Possible retail class R3 | $2K | <0.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.