Filings through .
1 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$35K in admin expenses, $223 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds hold $6.7M of the plan's $6.9M. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $3.4M | 50.6% |
| Common/Collective Trust SEI Trust C SEI · Collective trust | $998K | 14.8% |
| Fidelity Adv Eq Growth I Fund Fidelity (FMR) · Mutual fund | $682K | 10.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $506K | 7.5% |
| Prin/D&C Int Bond CIT N Principal · Collective trust Recordkeeper's own fund | $420K | 6.2% |
| Prin/MFS Value CIT N MFS (Sun Life) · Collective trust | $310K | 4.6% |
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $197K | 2.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $147K | 2.2% |
| Prin/BR S&P Mid Index CIT N Principal · Collective trust IndexRecordkeeper's own fund | $52K | 0.8% |
| Vanguard International Value Fund Investor Shares Vanguard · Mutual fund | $17K | 0.3% |
No lineup changes between the 2024 and 2025 filings.
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. They do not show 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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $34,575 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
2 contacts
9 filings · 2017 to 2025