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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $43,355 |
TRUIST BANK1 year Filed as: TRUIST ADVISORY SERVICES INC Service code 16 1001 SEMMES AVE. · RICHMOND, VA 23224 | Consulting | $22,642 |
11 funds of $250K or more; 38 lines in all, holding $8.1M of the plan's $6.9M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Balanced Ret Opt Capital Group · Separate account | $1.5M | 18.7% |
| Transamerica OT 2060 Amer Fd Transamerica (Aegon) · Separate account Recordkeeper's own fund | $862K | 10.7% |
| Transamerica OT 2040 Amer Fd Transamerica (Aegon) · Separate account Recordkeeper's own fund | $447K | 5.5% |
| T. Rowe Price Growth Stock Ret Opt T. Rowe Price · Separate account | $425K | 5.3% |
| MFS Mid Cap Value Ret Opt MFS (Sun Life) · Separate account | $350K | 4.3% |
| Transamerica OT 2050 Amer Fd Transamerica (Aegon) · Separate account Recordkeeper's own fund | $335K | 4.2% |
| Transamerica OT 2030 Amer Fd Transamerica (Aegon) · Separate account Recordkeeper's own fund | $302K | 3.7% |
| State Street Russell Large Cap Growth Index State Street (SSgA) · Separate account Index | $275K | 3.4% |
| Transamerica Ptnr Stock Index Rt Opt Transamerica (Aegon) · Separate account IndexRecordkeeper's own fund | $266K | 3.3% |
| Transamerica Stbl Val Core Op Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $262K | 3.2% |
Added 10 funds.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds Balanced Ret Opt | $1.5M |
| AddedTransamerica OT 2060 Amer Fd | $862K |
| AddedTransamerica OT 2040 Amer Fd | $447K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 stable value or insurance lines.
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.
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.
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.