Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP5+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $95,264 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
16 funds hold $25.1M of the plan's $25.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, collective trust, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 10 vintages | $19.4M | 77.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 8.2% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $769K | 3.1% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Mutual fund | $427K | 1.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $427K | 1.7% |
| John Hancock Disciplined Value Fund Class R6 John Hancock (Manulife) · Mutual fund | $336K | 1.3% |
| Metropolitan West Total Bond Market Iondex Fund Admiral Shares TCW · Mutual fund Index | $326K | 1.3% |
| MFS New Discovery Value Fund R5 MFS (Sun Life) · Mutual fund | $246K | 1.0% |
| Vanguard Extend Market Index Admiral Shares Vanguard · Mutual fund Index | $235K | 0.9% |
| SmallCap Growth Fund I R-6 Principal · Mutual fund Recordkeeper's own fund | $218K | 0.9% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.