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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,468 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $60,071 |
16 funds of $250K or more; 26 lines in all, holding $27.9M of the plan's $28.4M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $21.3M | 76.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 7.6% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $846K | 3.0% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $616K | 2.2% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $546K | 2.0% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $520K | 1.9% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $375K | 1.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $290K | 1.0% |
| Allspring Spec M Cap Value R6 Allspring · Mutual fund | $172K | 0.6% |
| PIMCO Institutional Fund PIMCO (Allianz) · Mutual fund | $157K | 0.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.