Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $133,580 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $78,786 |
21 funds hold $29.4M of the plan's $32.8M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Nuveen Lifecycle Index, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 8 vintages | $9.6M | 32.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.7M | 12.7% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $3.6M | 12.1% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $2.8M | 9.4% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $2.2M | 7.5% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 4.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 3.9% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $980K | 3.3% |
| Nuveen Lifecycl Indx Ret Inc R TIAA (Nuveen) · Mutual fund Index | $742K | 2.5% |
| Tiaa Investments Nuveen Real Estate Sec Sel R6 TIAA (Nuveen) · Mutual fund | $670K | 2.3% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard International Growth Fund Admiral Shares | $1.6M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
The auditor signed off without reservation. This is the cleanest opinion.