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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,758 |
6 funds of $250K or more; 19 lines in all, holding $6.4M of the plan's $6.4M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| SAM Balanced Manager not matched · Separate account | $2.0M | 31.7% |
| SAM Conser Bal Sep Acct Manager not matched · Separate account | $1.5M | 23.5% |
| Short-Term Income Sep Acct Manager not matched · Separate account | $1000K | 15.5% |
| SAM Conservative Growth Separate Account Manager not matched · Separate account | $433K | 6.7% |
| SAM Flex Inc Sep Acct Manager not matched · Separate account | $433K | 6.7% |
| Large-cap S&P 500 Index Account Manager not matched · Separate account Index | $276K | 4.3% |
| Blue Chip Separate Account Manager not matched · Separate account | $189K | 2.9% |
| SAM Strategic Growth Separate Account Manager not matched · Separate account | $159K | 2.5% |
| Mid Cap Fund Manager not matched · Separate account | $84K | 1.3% |
| Guaranteed Interest Funds Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $77K | 1.2% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.