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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Participant communication; Participan... | $32,465 |
FRAGASSO FINANCIAL ADVISORS11+ years Service code 27 · EIN 25-1773014 | Advisory (Plan) | $9,371 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
13 funds of $250K or more; 25 lines in all, holding $16.2M of the plan's $16.7M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| One Choice 2030 Portfolio I Class American Century · Mutual fund | $3.3M | 20.2% |
| MFS Growth Fund R4 MFS (Sun Life) · Mutual fund | $2.5M | 15.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.6M | 10.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 8.8% |
| Federated Hermes Total Rturn Db R6 N/R Federated Hermes · Mutual fund | $1.2M | 7.3% |
| American Century American Century One Choice 2040 I American Century · Other | $1.2M | 7.2% |
| American Century One Ch In Rtment I N/R American Century · Other | $942K | 5.8% |
| American Century American Century One Choice 2050 I American Century · Other | $866K | 5.3% |
| MFS International Diversification Fund R4 MFS (Sun Life) · Mutual fund | $772K | 4.8% |
| Loomis Sayles Small Cap Gr Instl N/R Natixis IM · Other | $316K | 1.9% |
Covers 61,314 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.