Filed December 10, 2005 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,617 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,733 |
12 funds of $250K or more; 15 lines in all, holding $15.1M of the plan's $15.3M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $2.9M | 19.5% |
| Fully benefit-responsive investment contract, at contract value: Principal Life Insurance Company Principal Fixed Income Principal · Insurance contract Recordkeeper's own fund | $2.8M | 18.5% |
| MFS Growth Fund R4 MFS (Sun Life) · Mutual fund | $2.0M | 13.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 10.6% |
| T. Rowe Price Md-Cap Growth Fund T. Rowe Price · Mutual fund | $1.3M | 8.3% |
| Capital Research and Management Company LLC American Funds EuroPacific Growth Fund R-6 Capital Group · Mutual fund | $1.0M | 6.7% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $977K | 6.5% |
| MFS Total Return Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $890K | 5.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $482K | 3.2% |
| Fidelity Adv Intl Sm Cp Z Fd Fidelity (FMR) · Mutual fund | $458K | 3.0% |
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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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,056 | $68,547+78.1% | $120,354+1.4% | $80,856+51.0% |
| Participation rate | 89.0% | 61.6%+27.4pp | 71.9%+17.1pp | 67.6%+21.4pp |
| Annual return | 11.72% | 23.60%-11.9pp | 107.15%-95.4pp | 35.59%-23.9pp |
| Employer contribution / active EE | $4,129 | $2,051+101.3% | $3,463+19.2% | $2,755+49.9% |
| Participant deferral / active EE | $5,459 | $3,173+72.0% | $4,991+9.4% | $4,296+27.1% |
| Admin fee / account holder | $317 | $5,732-94.5% | $9,423-96.6% | $6,918-95.4% |