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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $12,652 |
10 funds of $250K or more; 17 lines in all, holding $26.0M of the plan's $26.5M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $6.1M | 23.5% |
| Stable Value Fund Manager not matched · Stable value Stable value | $4.9M | 19.0% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $4.4M | 16.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 10.3% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $2.2M | 8.6% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $1.9M | 7.4% |
| Vanguard Inflation Proteced Sec Adm Fund Vanguard · Mutual fund | $904K | 3.5% |
| Vanguard Welington Adm Fund Vanguard · Mutual fund | $872K | 3.4% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $483K | 1.9% |
| Nyli Winslow Large Cap Growth Fund TIAA (Nuveen) · Mutual fund | $391K | 1.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.