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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 | $92,827 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $24,994 |
21 funds of $250K or more; 16 lines in all, holding $34.4M of the plan's $35.2M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $15.1M | 43.9% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $4.7M | 13.5% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $4.1M | 11.8% |
| Principal Life Insurance Company Prin MidCap Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $2.1M | 6.1% |
| Prin Govt & HQ Bond SA-Z Principal · Insurance contract Recordkeeper's own fund | $2.0M | 5.9% |
| Prin Core Plus Bond Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $1.4M | 3.9% |
| Prin MidCap Value I SA-Z Principal · Insurance contract Recordkeeper's own fund | $885K | 2.6% |
| Prin LargeCap Value III SA-Z Principal · Insurance contract Recordkeeper's own fund | $765K | 2.2% |
| Prin Diversified Intl SA-Z Principal · Insurance contract Recordkeeper's own fund | $757K | 2.2% |
| Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $736K | 2.1% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.