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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $12,026 |
3 funds of $250K or more; 16 lines in all, holding $2.2M of the plan's $2.5M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| FlexPATH Index Moderate 2055 Class R3 Manager not matched · Collective trust Index | $972K | 43.3% |
| FlexPATH Index Moderate 2035 Class R3 Manager not matched · Collective trust Index | $707K | 31.5% |
| FlexPATH Index Moderate 2045 Class R3 Manager not matched · Collective trust Index | $438K | 19.5% |
| FlexPATH Index Aggressive 2055 Class R3 Manager not matched · Collective trust Index | $41K | 1.8% |
| FlexPATH Index Moderate Retirement Class R3 Manager not matched · Collective trust Index | $32K | 1.4% |
| Pooled separate accounts Prin LgCap S&P 500 Index SA-R5 Principal · Separate account IndexRecordkeeper's own fund | $14K | 0.6% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Mutual fund | $10K | 0.4% |
| American Cent MdCp Val A Fd Manager not matched · Mutual fund | $7K | 0.3% |
| Principal Midcap S&P 400 Index Separate Account-R5 Principal · Separate account IndexRecordkeeper's own fund | $6K | 0.3% |
| Registered investement companies AB Large Cap Growth A Fund Manager not matched · Mutual fund | $6K | 0.3% |
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.
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.