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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $38,571 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
14 funds of $250K or more; 25 lines in all, holding $13.5M of the plan's $13.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $2.5M | 18.1% |
| Principal LifeTime Principal · Insurance contract Target-date, 5 vintagesRecordkeeper's own fund | $2.4M | 17.6% |
| Pooled Separate Accounts Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $2.2M | 16.2% |
| Pooled Separate Accounts Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $1.3M | 9.8% |
| Pooled Separate Accounts Prin MidCap Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $1.0M | 7.5% |
| Pooled Separate Accounts Prin MidCap Value I SA-Z Principal · Insurance contract Recordkeeper's own fund | $616K | 4.6% |
| Registered Investment Company PIMCO Govt Mny Mkt Inst PIMCO (Allianz) · Money market | $563K | 4.2% |
| Pooled Separate Accounts Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $526K | 3.9% |
| Pooled Separate Accounts Principal SmallCap Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $506K | 3.7% |
| Pooled Separate Accounts Prin SAM Balanced Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $496K | 3.7% |
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, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.