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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,899 |
15 funds of $250K or more; 17 lines in all, holding $15.5M of the plan's $16.2M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $10.5M | 67.8% |
| Principal Life Insurance Company Prin LgCap S&P 500 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $1.2M | 7.7% |
| MFS Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $725K | 4.7% |
| Insurance Company General Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $682K | 4.4% |
| Prin Intl Equity Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $479K | 3.1% |
| Principal Life Insurance Company Prin SmCap S&P 600 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $346K | 2.2% |
| Vanguard Fed Money Mrkt Inv Fd Vanguard · Mutual fund | $306K | 2.0% |
| Prin Govt & HQ Bond SA-R6 Principal · Insurance contract Recordkeeper's own fund | $288K | 1.9% |
| Prin MidCap Value I SA-R6 Principal · Insurance contract Recordkeeper's own fund | $284K | 1.8% |
| Prin Equity Income SA-R6 Principal · Insurance contract Recordkeeper's own fund | $243K | 1.6% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 auditor signed off without reservation. This is the cleanest opinion.