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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,113 |
Filed as: NYLIFE SECURITIES LLC Service code 22 · EIN 27-0145686 | Insurance Broker | $10,410 |
METRO BENEFITS, INC.4 years Filed as: METRO BENEFITS, I NC Service code 15 · EIN 25-1541083 8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 15237 | Recordkeeping | $2,665 |
5 funds of $250K or more; 23 lines in all, holding $4.3M of the plan's $4.3M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Lifegoal 2030 Transamerica (Aegon) · Other Recordkeeper's own fund | $1.1M | 25.1% |
| Transamerica Lifegoal 2035 Transamerica (Aegon) · Other Recordkeeper's own fund | $549K | 12.8% |
| Transamerica Lifegoal 2025 Transamerica (Aegon) · Other Recordkeeper's own fund | $544K | 12.7% |
| Transamerica Lifegoal 2040 Transamerica (Aegon) · Other Recordkeeper's own fund | $534K | 12.5% |
| Transamerica Lifegoal 2050 Transamerica (Aegon) · Other Recordkeeper's own fund | $488K | 11.4% |
| LifeGoal Retirement Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $200K | 4.7% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $137K | 3.2% |
| Transamerica Lifegoal 2060 Transamerica (Aegon) · Other Recordkeeper's own fund | $131K | 3.1% |
| Transamerica Lifegoal 2045 Transamerica (Aegon) · Other Recordkeeper's own fund | $114K | 2.7% |
| Transamerica Lifegoal 2055 Transamerica (Aegon) · Other Recordkeeper's own fund | $81K | 1.9% |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.