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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 | $13,926 |
12 funds of $250K or more; 13 lines in all, holding $8.7M of the plan's $8.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: SSgA Target Retirement, collective trust, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 8 vintages | $6.0M | 69.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $987K | 11.4% |
| Common/Collective Trust State Stree Manager not matched · Collective trust | $544K | 6.3% |
| State Street Global ADV Trust CO State Street Tgt Ret NL M Fund State Street (SSgA) · Collective trust | $310K | 3.6% |
| AB US Lg Cp Gth CIT W Srs Cl L AllianceBernstein · Collective trust | $276K | 3.2% |
| Registered Oppenheimer INV Discov R6 FD Invesco · Mutual fund | $110K | 1.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $106K | 1.2% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $90K | 1.0% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $72K | 0.8% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $67K | 0.8% |
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedState Street Global ADV Trust CO State Street Tgt Ret NL M Fund | $310K |
| AddedAB US Lg Cp Gth CIT W Srs Cl L | $276K |
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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.