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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,928 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $9,267 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
9 funds of $250K or more; 11 lines in all, holding $4.2M of the plan's $4.4M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 3 vintagesRecordkeeper's own fund | $1.5M | 36.8% |
| LargeCap Growth Fund I R-3 Principal · Mutual fund Possible retail class R3Recordkeeper's own fund | $335K | 8.0% |
| MidCap Account (R3) Principal · Mutual fund Possible retail class R3Recordkeeper's own fund | $307K | 7.4% |
| Principal Capital App R3 Fund Principal · Mutual fund Possible retail class R3Recordkeeper's own fund | $305K | 7.3% |
| Prin LgCap S&P 500 Index R3 Fund Principal · Mutual fund IndexPossible retail class R3Recordkeeper's own fund | $299K | 7.2% |
| Core Plus Bond Account (R3) Principal · Mutual fund Possible retail class R3Recordkeeper's own fund | $266K | 6.4% |
| Bond Market Index Fund R-3 Principal · Mutual fund IndexPossible retail class R3Recordkeeper's own fund | $251K | 6.0% |
| MidCap Growth Fund III R-3 Principal · Mutual fund Possible retail class R3Recordkeeper's own fund | $230K | 5.5% |
| MidCap Value Fund I R-3 Principal · Mutual fund Possible retail class R3Recordkeeper's own fund | $226K | 5.4% |
| Prin LgCap Value III R3 Fund Principal · Mutual fund Possible retail class R3Recordkeeper's own fund | $222K | 5.3% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.