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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,072 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $78,988 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
27 funds of $250K or more; 22 lines in all, holding $51.8M of the plan's $52.0M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, other, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $7.8M | 15.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.0M | 13.4% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $5.6M | 10.7% |
| Principal LifeTime Principal · Separate account Target-date, 13 vintagesRecordkeeper's own fund | $5.2M | 10.1% |
| Principal SAM Balanced Separate Account Principal · Separate account Recordkeeper's own fund | $4.5M | 8.8% |
| Principal SAM Conservative Growth Separate Account Principal · Separate account Recordkeeper's own fund | $3.0M | 5.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2.9M | 5.6% |
| Principal Partners Pooled Separate Accounts Principal SAM Strategic Growth Separate Account Principal · Separate account Recordkeeper's own fund | $2.3M | 4.4% |
| Principal Small Cap Growth Separate Account Principal · Separate account Recordkeeper's own fund | $2.2M | 4.3% |
| Principal SAM Conservative Balanced Separate Account Principal · Separate account Recordkeeper's own fund | $1.8M | 3.5% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.