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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP7+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $225,964 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $50,000 |
GALECKI FINANCIAL1 year Filed as: GALECKI FINANCIAL MANAGEMENT I Service code 26 · EIN 20-3255637 | Advisory (Participants) | $19,108 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
28 funds of $250K or more; 25 lines in all, holding $125M of the plan's $147M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $103M | 82.1% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.6M | 6.1% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $1.8M | 1.4% |
| Putnam Large Cap Value Trust Franklin Templeton · Collective trust | $1.4M | 1.1% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.3M | 1.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 1.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 1.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 0.9% |
| Principal LargeCap S&P 500 Index Sep Acct NE Principal · Collective trust IndexRecordkeeper's own fund | $761K | 0.6% |
| Invesco Discovery Fund Class R6 Invesco · Mutual fund | $685K | 0.5% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.