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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 | $60,664 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $41,442 |
23 funds of $250K or more; 17 lines in all, holding $22.8M of the plan's $23.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $8.4M | 36.8% |
| Principal Large Cap S&P 500 Index Principal · Separate account IndexRecordkeeper's own fund | $4.2M | 18.3% |
| Principal Stable Value Z Fund Principal · Stable value Stable valueRecordkeeper's own fund | $2.1M | 9.2% |
| MFS International Growth Fund R4 MFS (Sun Life) · Mutual fund | $1.5M | 6.7% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.1M | 5.0% |
| MidCap S&P 400 Index Fund Institutional Class Principal · Separate account IndexRecordkeeper's own fund | $863K | 3.8% |
| Janus Henderson Enterprise Fund Class A Janus Henderson · Mutual fund Possible retail class A | $704K | 3.1% |
| Principal U.S. Property Separate Account Principal · Separate account Recordkeeper's own fund | $661K | 2.9% |
| Voya Intermediate Bond A Fund Voya · Mutual fund | $659K | 2.9% |
| SmallCap S&P 600 Index Fund Institutional Class Principal · Separate account IndexRecordkeeper's own fund | $598K | 2.6% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighClearBridge Large Cap Growth A Fund to JPMorgan Large Cap Growth Fund | $1.7M to $1.1M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.)
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.