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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC2 years Filed as: ASSURED PARTNERS Service code 27 · EIN 45-2712335 | Advisory (Plan) | $34,351 |
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $17,144 |
BENEFITS PLUS4+ years Service code 15 · EIN 61-1104063 | Recordkeeping | $1,141 |
3 funds of $250K or more; 34 lines in all, holding $2.0M of the plan's $2.0M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| TransamericaRetOnTrk 2035 with Amer Fds RetOpt Capital Group · Separate account | $393K | 19.6% |
| TransamericaRetOnTrk 2030 with Amer Fds RetOpt Capital Group · Separate account | $335K | 16.7% |
| TransamericaRetOnTrk 2040 with Amer Fds RetOpt Capital Group · Separate account | $302K | 15.1% |
| TransamericaRetOnTrk 2045 with Amer Fds RetOpt Capital Group · Separate account | $171K | 8.5% |
| TransamericaRetOnTrk 2060 with Amer Fds RetOpt Capital Group · Separate account | $168K | 8.4% |
| Transamerica Stable Value Core Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $144K | 7.2% |
| TransamericaRetOnTrk 2050 with Amer Fds RetOpt Capital Group · Separate account | $143K | 7.1% |
| TransamericaRetOnTrk 2025 with Amer Fds RetOpt Capital Group · Separate account | $101K | 5.0% |
| TransamericaRetOnTrk 2055 with Amer Fds RetOpt Capital Group · Separate account | $73K | 3.6% |
| Aegon Bond Ret Opt Transamerica (Aegon) · Separate account Recordkeeper's own fund | $53K | 2.7% |
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.
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.
Employer contribution per participant 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.