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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $112,165 |
Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 15 · EIN 20-0223513 | Recordkeeping | $73,240 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $28,620 |
14 funds of $250K or more; 27 lines in all, holding $11.1M of the plan's $11.1M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, other, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Separate account Target-date, 10 vintages | $6.2M | 55.5% |
| Transamerica Stable Value Advantage Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $750K | 6.7% |
| American Funds Growth Fund of America Ret Acct Capital Group · Separate account | $560K | 5.0% |
| JPMorgan Eqt Inc Ret Acct JPMorgan · Separate account | $488K | 4.4% |
| American Funds Blncd Ret Acct Capital Group · Separate account | $484K | 4.3% |
| TA Vanguard Total Stck Mrkt Index Ret Acct Vanguard · Separate account Index | $388K | 3.5% |
| JPMorgan Hi Yld Ret Acct JPMorgan · Separate account | $290K | 2.6% |
| T. Rowe Price Growth Stock Ret Acct T. Rowe Price · Separate account | $227K | 2.0% |
| Lord Abbett Grth Leaders Ret Acct Lord Abbett · Separate account | $227K | 2.0% |
| American Funds EuroPacific Gr Ret Acct Capital Group · Separate account | $175K | 1.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.