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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $54,146 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $42,385 |
14 funds of $250K or more; 16 lines in all, holding $24.0M of the plan's $24.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $17.7M | 73.9% |
| Prin Largecap S&P 500 Index Sep Acct Principal · Insurance contract IndexRecordkeeper's own fund | $2.9M | 11.9% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $592K | 2.5% |
| Franklin Growth Fund Advisor Class Franklin Templeton · Mutual fund | $480K | 2.0% |
| Principal Small Cap S&P 600 Index Principal · Insurance contract IndexRecordkeeper's own fund | $476K | 2.0% |
| John Hancock International Growth Fund Class R6 John Hancock (Manulife) · Mutual fund | $396K | 1.7% |
| American Century US Mid Cap Value Equity Trust 1 American Century · Other | $274K | 1.1% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $215K | 0.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $198K | 0.8% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $162K | 0.7% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.