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 GROUP3 years Filed as: PRINCIPAL LIFE INSUANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $31,987 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS ADVISORY SERVICES, LLC Service code 27 · EIN 84-4383499 | Advisory (Plan) | $15,391 |
Filed as: CREATIVE RETIREMENT SERVICES Service code 13 | Contract Administrator | $3,816 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 13 · EIN 31-1299207 | Contract Administrator | $2,134 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 22 W WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS Service code 27 · EIN 95-2755361 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
9 funds of $250K or more; 22 lines in all, holding $7.7M of the plan's $8.0M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LT 2020 CIT Tier I Principal · Collective trust Recordkeeper's own fund | $1.6M | 21.2% |
| Principal LT 2045 CIT Tier I Principal · Collective trust Recordkeeper's own fund | $1.4M | 18.0% |
| Principal LT 2055 CIT Tier I Principal · Collective trust Recordkeeper's own fund | $1.1M | 14.2% |
| Principal LT 2040 CIT Tier I Principal · Collective trust Recordkeeper's own fund | $821K | 10.6% |
| Principal LT 2035 CIT Tier I Principal · Collective trust Recordkeeper's own fund | $659K | 8.5% |
| Principal LT 2050 CIT Tier I Principal · Collective trust Recordkeeper's own fund | $605K | 7.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $545K | 7.1% |
| Principal LT 2025 CIT Tier I Principal · Collective trust Recordkeeper's own fund | $315K | 4.1% |
| Principal LT 2060 CIT Tier I Principal · Collective trust Recordkeeper's own fund | $266K | 3.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $67K | 0.9% |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.