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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 | $54,433 |
MORNINGSTAR4 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 |
6 funds of $250K or more; 23 lines in all, holding $4.1M of the plan's $4.0M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $3.4M | 83.2% |
| Vanguard Growth Index Value of Interest in Registered Investment Fund Vanguard · Mutual fund Index | $239K | 5.8% |
| Principal Life Insurance Company Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $86K | 2.1% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $68K | 1.7% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $47K | 1.1% |
| Vanguard International Growth Value of Interest in Registered Investment Fund Vanguard · Mutual fund | $39K | 0.9% |
| Principal SmallCap S&P 600 Index Separate Account Principal · Separate account IndexRecordkeeper's own fund | $37K | 0.9% |
| Principal Mid Cap S&P 400 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $33K | 0.8% |
| Principal Real Estate Securities Separate Account Principal · Separate account Recordkeeper's own fund | $25K | 0.6% |
| Principal LifeTime Hybrid Value of Interest in Common and Income Fund Principal · Collective trust Recordkeeper's own fund | $21K | 0.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.