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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,243 |
ACTUARIAL BENEFITS CORP6 years Service code 13 · EIN 20-1054428 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $19,638 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
10 funds of $250K or more; 18 lines in all, holding $7.7M of the plan's $8.9M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $4.7M | 60.7% |
| Prin LgCp S&P 500 Index SA-Z Principal · Mutual fund IndexRecordkeeper's own fund | $919K | 11.9% |
| Principal Blue Chip SA-Z Principal · Separate account Recordkeeper's own fund | $786K | 10.2% |
| Principal Fixed Incone Guaranteed Option Fund Principal · Insurance contract Recordkeeper's own fund | $417K | 5.4% |
| Janus Henderson Balanced Fund Janus Henderson · Mutual fund | $268K | 3.5% |
| AB Small Cap Growth AllianceBernstein · Other | $157K | 2.0% |
| Principal Equity Income SA-Z Principal · Mutual fund Recordkeeper's own fund | $96K | 1.2% |
| Fidelity RIC ADV High INC Advant Z FD Fidelity (FMR) · Mutual fund | $76K | 1.0% |
| MFS MFD Mid-Cap Growth R6 Fund MFS (Sun Life) · Mutual fund | $66K | 0.9% |
| Principal Mid Cap S&P 400 Index SA-Z Principal · Mutual fund IndexRecordkeeper's own fund | $48K | 0.6% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.