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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 | $48,202 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $17,005 |
ORENDA RETIREMENT, LLC1+ years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $13,716 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $12,951 |
ORENDA RETIREMENT, LLC1+ years Service code 13 | Contract Administrator | $5,934 |
14 funds of $250K or more; 12 lines in all, holding $17.5M of the plan's $17.9M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: SSgA Target Retirement, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 10 vintages | $13.1M | 74.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 10.3% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $565K | 3.2% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $499K | 2.8% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $368K | 2.1% |
| Invesco Discovery Fund Invesco · Mutual fund | $284K | 1.6% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $234K | 1.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $220K | 1.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $214K | 1.2% |
| Small Cap Value Fund American Century · Mutual fund | $152K | 0.9% |
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.
The auditor signed off without reservation. This is the cleanest opinion.