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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $33,891 |
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $26,146 |
6 funds hold $13.6M of the plan's $13.7M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $5.4M | 39.9% |
| State Street Global Adv Trust CO State Street (SSgA) · Collective trust | $3.0M | 21.9% |
| State St Wd Dv ex US Index II Fd State Street (SSgA) · Collective trust Index | $1.8M | 13.1% |
| Stable Value Fixd Inc CIT CL 1 Manager not matched · Stable value Stable value | $1.4M | 10.3% |
| Prin MidCap S&P 400 Index SA-NE Principal · Insurance contract IndexRecordkeeper's own fund | $1.1M | 7.8% |
| Prin SmCap S&P 600 Index SA-NE Principal · Insurance contract IndexRecordkeeper's own fund | $941K | 6.9% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.