Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $85,744 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $17,947 |
Service code 27 · EIN 33-4250375 | Advisory (Plan) | $6,513 |
13 funds of $250K or more; 27 lines in all, holding $9.5M of the plan's $9.7M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $7.9M | 82.6% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $506K | 5.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $421K | 4.4% |
| Principal Fixed Income Guaranteed Option Investment Contract Principal · Insurance contract Recordkeeper's own fund | $333K | 3.5% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $272K | 2.8% |
| contract: Interest Accumulation Account Mutual of America · Insurance contract | $27K | 0.3% |
| Mutual of America Equity Index Fund Mutual of America · Separate account Index | $27K | 0.3% |
| Columbia Overseas Value Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $16K | 0.2% |
| Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Separate account | $10K | 0.1% |
| MID CAP Value Fund R6 Class American Century · Mutual fund | $10K | <0.1% |
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.
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.
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.