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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,428 |
11 funds of $250K or more; 13 lines in all, holding $7.4M of the plan's $7.6M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Insurance contract Target-date, 11 vintagesRecordkeeper's own fund | $4.2M | 56.4% |
| Principal LargeCap S&P 500 Index Separate Account-Z Principal · Insurance contract IndexRecordkeeper's own fund | $825K | 11.1% |
| Principal LargeCap Growth I Separate Account-Z Principal · Insurance contract Recordkeeper's own fund | $521K | 7.0% |
| Principal International Equity Separate Account-Z Principal · Insurance contract Recordkeeper's own fund | $328K | 4.4% |
| Principal Small Cap Separate Account - Z Principal · Insurance contract Recordkeeper's own fund | $256K | 3.4% |
| Principal MidCap Value I Separate Account Z Principal · Insurance contract Recordkeeper's own fund | $249K | 3.4% |
| Principal LargeCap Value III Separate Account-Z Principal · Insurance contract Recordkeeper's own fund | $226K | 3.0% |
| Principal MidCap Growth III Separate Account-Z Principal · Insurance contract Recordkeeper's own fund | $177K | 2.4% |
| Principal Liquid Assets Separate Account-Z Principal · Insurance contract Recordkeeper's own fund | $167K | 2.2% |
| Principal MidCap S&P 400 Index Separate Account-Z Principal · Insurance contract IndexRecordkeeper's own fund | $159K | 2.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.