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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,929 |
NBC SECURITIES INC10+ years Service code 49 · EIN 63-0923499 | Other Services | $24,689 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
11 funds of $250K or more; 15 lines in all, holding $10.2M of the plan's $13.3M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $6.1M | 59.2% |
| Principal Large Cap S&P 500 Index Principal · Insurance contract IndexRecordkeeper's own fund | $1.8M | 17.8% |
| Principal Stable Value Z Fund Principal · Insurance contract Recordkeeper's own fund | $598K | 5.8% |
| Principal Large-Cap Growth I Separate Account Principal · Insurance contract Recordkeeper's own fund | $415K | 4.1% |
| MFS Massachusetts Investors Growth Stock Portfolio MFS (Sun Life) · Mutual fund | $272K | 2.7% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Mutual fund | $154K | 1.5% |
| Eupac Fund Capital Group · Mutual fund | $148K | 1.4% |
| Principal Mid Cap Value I Principal · Insurance contract Recordkeeper's own fund | $133K | 1.3% |
| Principal SmallCap Growth I Separate Account Principal · Insurance contract Recordkeeper's own fund | $132K | 1.3% |
| Principal Small Cap S&P 600 Index Principal · Insurance contract IndexRecordkeeper's own fund | $123K | 1.2% |
See the other 5 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,040 | $88,890-44.8% | $102,423-52.1% | $77,643-36.8% |
| Participation rate | 87.9% | 80.9%+7.0pp | 76.5%+11.4pp | 70.6%+17.3pp |
| Annual return | 11.33% | 24.98%-13.7pp | 29.32%-18.0pp | 31.24%-19.9pp |
| Employer contribution / active EE | $780 | $2,698-71.1% | $3,023-74.2% | $2,726-71.4% |
| Participant deferral / active EE | $3,650 | $5,145-29.1% | $5,053-27.8% | $4,647-21.5% |
| Admin fee / account holder | $284 | $235+20.6% | $9,451-97.0% | $430-34.0% |