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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $29,033 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $19,723 |
Filed as: PENSION INNOVATIONS Service code 15 · EIN 34-1944384 | Recordkeeping | $7,111 |
5 funds of $250K or more; 13 lines in all, holding $4.5M of the plan's $4.5M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Life Insurance Co. Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $1.8M | 39.4% |
| Transamerica Pooled Separate Account International Index Transamerica (Aegon) · Insurance contract IndexRecordkeeper's own fund | $543K | 12.2% |
| Transamerica Pooled Separate Account Diversified Dividend Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $537K | 12.1% |
| Capital Group Europacific Growth SA Capital Group · Insurance contract | $391K | 8.8% |
| Prudential Total Return Bond Fund Prudential (PGIM) · Insurance contract | $331K | 7.4% |
| Vanguard Emerging Markets Vanguard · Insurance contract | $203K | 4.6% |
| American Century Inflation American Century · Insurance contract | $192K | 4.3% |
| American Funds American Balanced Fund Capital Group · Insurance contract | $121K | 2.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Insurance contract | $112K | 2.5% |
| Vanguard Growth Index Fund Vanguard · Insurance contract Index | $104K | 2.3% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.