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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP9 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $95,252 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT Service code 27 · EIN 13-3180631 | Advisory (Plan) | $39,735 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $35,000 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC Service code 29 · EIN 43-1807084 | Legal | $6,450 |
1 fund holds $405K of the plan's $27.5M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Pooled Separate Accounts Prin Liquid Assets Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $405K | 100.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.