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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $15,912 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,945 |
1 fund of $250K or more; 11 lines in all, holding $1.6M of the plan's $1.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: BlackRock LifePath Index, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $1.4M | 89.5% |
| American Funds Capital Group · Mutual fund | $71K | 4.4% |
| Vanguard Morningstar Mid-Cap Index Vanguard · Mutual fund Index | $30K | 1.9% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $27K | 1.7% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $21K | 1.3% |
| American Balanced Fund Capital Group · Mutual fund | $7K | 0.5% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $4K | 0.2% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $3K | 0.2% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $2K | 0.1% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $2K | 0.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.