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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $29,068 |
Service code 27 · EIN 47-5476782 | Advisory (Plan) | $12,259 |
19 funds of $250K or more; 16 lines in all, holding $19.5M of the plan's $19.8M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $11.7M | 60.0% |
| Prin Largecap S&P 500 Index Sep Acct Principal · Insurance contract IndexRecordkeeper's own fund | $1.4M | 7.4% |
| Principal Life Insurance Company Principal Mid Cap Separate Account Principal · Insurance contract Recordkeeper's own fund | $1.1M | 5.8% |
| Principal Blue Chip Separate Account Principal · Insurance contract Recordkeeper's own fund | $1.1M | 5.5% |
| Principal Capital Appreciation Separate Account Principal · Insurance contract Recordkeeper's own fund | $733K | 3.8% |
| Principal SmallCap Separate Acct Principal · Insurance contract Recordkeeper's own fund | $573K | 2.9% |
| Principal MidCap Value I Separate Account Principal · Insurance contract Recordkeeper's own fund | $568K | 2.9% |
| Principal Diversified International Separate Account Principal · Insurance contract Recordkeeper's own fund | $473K | 2.4% |
| Principal Liquid Assets Separate Account Principal · Insurance contract Recordkeeper's own fund | $354K | 1.8% |
| Guaranteed Interest Accounts: Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $273K | 1.4% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.