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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP7+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $53,264 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $10,853 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
7 funds of $250K or more; 17 lines in all, holding $5.7M of the plan's $5.9M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $4.6M | 80.0% |
| Principal Guaranteed interest account Principal · Insurance contract Recordkeeper's own fund | $299K | 5.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $209K | 3.7% |
| Principal LargeCap Growth I SA-Z Principal · Separate account Recordkeeper's own fund | $169K | 3.0% |
| DFA US Large Cap Value I Fund Dimensional · Mutual fund | $91K | 1.6% |
| T. Rowe Price QM US SC Gr Eq I T. Rowe Price · Mutual fund | $80K | 1.4% |
| Principal MidCap S&P 400 Index SA-Z Principal · Separate account IndexRecordkeeper's own fund | $72K | 1.3% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $69K | 1.2% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $28K | 0.5% |
| Am Fds EuroPacific Grth R6 Fd Capital Group · Mutual fund | $26K | 0.5% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.