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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 | $63,138 |
15 funds of $250K or more; 17 lines in all, holding $15.7M of the plan's $18.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $2.8M | 17.7% |
| Investment Contract with Insurance Company: Principal Life Ins. Co Principal · Insurance contract Recordkeeper's own fund | $2.6M | 16.6% |
| Principal Core Fix Inc Sep Acct-Z Principal · Separate account Recordkeeper's own fund | $1.7M | 10.8% |
| JP Morgan Value Adv R6 Fund JPMorgan · Mutual fund | $1.3M | 8.4% |
| Harbor Capital App Ret Fund Harbor Capital · Mutual fund | $1.2M | 7.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 7.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 7.2% |
| American Am FdCap Wld Gth and In R6 Fnd Capital Group · Mutual fund | $1.1M | 6.8% |
| Undisc Mgrs Behav Value R6 Fd JPMorgan · Mutual fund | $609K | 3.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $415K | 2.6% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.