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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP10+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $70,080 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $62,518 |
18 funds hold $23.6M of the plan's $25.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $17.6M | 74.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 8.1% |
| Insurance Company General Principal Principal · Insurance contract Recordkeeper's own fund | $1.2M | 5.2% |
| Principal Midcap Cl R5 Principal · Mutual fund Recordkeeper's own fund | $367K | 1.6% |
| Registered American Am Fds New Persp R3 Fund Capital Group · Mutual fund Possible retail class R3 | $367K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $350K | 1.5% |
| Prin Equity Income R5 Fund Principal · Mutual fund Recordkeeper's own fund | $339K | 1.4% |
| SmallCap Growth Fund I R-5 Principal · Mutual fund Recordkeeper's own fund | $298K | 1.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $239K | 1.0% |
| Real Estate Securities Fund R-5 Principal · Mutual fund Recordkeeper's own fund | $156K | 0.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.