Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $105,635 |
Filed as: ECONOMIC GROUP PENSION SERVICES, LL Service code 15 · EIN 86-2963468 | Recordkeeping | $18,184 |
10 funds of $250K or more; 20 lines in all, holding $10.9M of the plan's $11.1M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Federated Totalrtn BD Federated Hermes · Other | $2.7M | 24.5% |
| State Street International Index Fund State Street (SSgA) · Mutual fund Index | $1.9M | 17.3% |
| State Street Russell Large Cap Growth Index Fund State Street (SSgA) · Mutual fund Index | $1.2M | 11.2% |
| American Funds Capital Group · Mutual fund | $777K | 7.1% |
| State Street MidCap Index State Street (SSgA) · Mutual fund Index | $747K | 6.9% |
| State Street Russell Large Cap Value Index Fund State Street (SSgA) · Mutual fund Index | $698K | 6.4% |
| JP Morgan US Equity JPMorgan · Other | $554K | 5.1% |
| Transamerica Stable Value Ascend Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $473K | 4.3% |
| MID CAP Growth Manager not matched · Other | $451K | 4.1% |
| DWS Rreef Real Estate Secs DWS · Other | $271K | 2.5% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.