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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP6+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $8,225 |
6 funds of $250K or more; 15 lines in all, holding $2.6M of the plan's $2.6M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $2.1M | 79.8% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $395K | 15.3% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $31K | 1.2% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $21K | 0.8% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $15K | 0.6% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $12K | 0.5% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $11K | 0.4% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $8K | 0.3% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $8K | 0.3% |
| Prin Bond Market Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $6K | 0.2% |
Covers 61,314 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.