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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,505 |
Service code 49 · EIN 74-2794194 | Other Services | $28,248 |
CALIBRE CPA GROUP PLLC7 years Service code 10 · EIN 47-0900880 | Accounting | $6,511 |
14 funds of $250K or more; 19 lines in all, holding $17.6M of the plan's $18.6M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $8.3M | 47.5% |
| Principal Life Insurance Company Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $3.2M | 18.2% |
| JP Morgan US Res En Eq R6 Fd JPMorgan · Mutual fund | $1.4M | 7.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $977K | 5.6% |
| American Funds NewPrsp R6 Fnd Capital Group · Mutual fund | $854K | 4.9% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $573K | 3.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $530K | 3.0% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $376K | 2.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $366K | 2.1% |
| Prin LargeCap Growth I SA-Z Principal · Insurance contract Recordkeeper's own fund | $332K | 1.9% |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.