Compass Plans to Replace Principal Retirement Program
Compass Charter School Of YoloSchool · Thousand Oaks, CA- Disclosed value
- 1.36% asset-based administrative fee; lowest fund expense 0.66%
- From staffreport
- Document date
- Sep 22, 2026
- Renews
- Free account
The 30-second brief
Compass Charter Schools plans to replace its current Principal Group supplemental retirement program with CalSTRS Pension 2. The existing program carries a reported 1.36% asset-based fee and is scheduled to be replaced when the new plan goes live on November 9, 2026.
Principal Group holds this financial services contract with Compass Charter School Of Yolo. Its other public contracts on record include work for Town of New Milford and Houston Fire Department.
The renewal date is on record. A free account shows it, with the renewals for every Compass Charter School Of Yolo contract.
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Contract details
- Contract type
- Financial Services
- Amount
- 1.36% asset-based administrative fee; lowest fund expense 0.66%
- Document date
- September 22, 2026
- Term
- Current program through November 8, 2026; replaced effective November 9, 2026
- Renews
- Free account
- Vendor
- Principal Group
- Source document
- Compass Charter Schools StaffReport Adoption of CalSTRS Pension2 403(b) Deferred Compensation Plan Executive Summary 2026-09-22 (StaffReport)
Principal Group's other public contracts
More Compass Charter School Of Yolo contracts
Questions about this contract
Who was awarded the financial services contract by Compass Charter School Of Yolo?
Principal Group was awarded this financial services contract by Compass Charter School Of Yolo, as recorded on September 22, 2026. The contract value is 1.36% asset-based administrative fee; lowest fund expense 0.66%.
How much is the Principal Group contract with Compass Charter School Of Yolo worth?
The Principal Group contract with Compass Charter School Of Yolo is valued at 1.36% asset-based administrative fee; lowest fund expense 0.66%, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a staffreport record.
Where was this contract approved?
This contract appears in Compass Charter Schools StaffReport Adoption of CalSTRS Pension2 403(b) Deferred Compensation Plan Executive Summary 2026-09-22 (StaffReport), dated September 22, 2026 from Compass Charter School Of Yolo. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Principal Group hold?
Principal Group may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is Compass Charter School Of Yolo currently buying?
Explore Compass Charter School Of Yolo's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.