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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,351 |
16 funds of $250K or more; 12 lines in all, holding $70.3M of the plan's $78.1M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 7 vintages | $38.9M | 55.4% |
| BlackRock Lfpth Ind Rtrmt K Fd BlackRock · Mutual fund | $21.8M | 31.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.5M | 4.9% |
| Common/Collective Trust Principal Global Investors Trust Co Principal · Stable value Stable valueRecordkeeper's own fund | $2.7M | 3.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $700K | 1.0% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $645K | 0.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $563K | 0.8% |
| Common/Collective Trust Great Gray Trust Company Great Gray · Collective trust | $493K | 0.7% |
| Prin SmCap Value II Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $461K | 0.7% |
| BlackRock Lfpth Index 2065 K Fd BlackRock · Mutual fund Index | $292K | 0.4% |
Added 4 funds, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| DroppedRegistered Investment Company T. Rowe Price Funds | $6.5M |
| AddedVanguard Total Stock Market Index Fund Admiral Shares | $3.5M |
| AddedVanguard Total Bond Market Index Fund Admiral Shares | $700K |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.