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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $245,549 |
SKIDMORE AND OLAUSSON PLLC4 years Filed as: SKIDMORE AND OLAUSSON Service code 10 · EIN 20-8950260 | Accounting | $19,000 |
27 funds of $250K or more; 35 lines in all, holding $62.4M of the plan's $63.7M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Lifegoal Index 2040 Transamerica (Aegon) · Mutual fund IndexRecordkeeper's own fund | $8.5M | 13.7% |
| Transamerica Lifegoal Index 2050 Transamerica (Aegon) · Mutual fund IndexRecordkeeper's own fund | $7.2M | 11.5% |
| Transamerica Lifegoal Index 2045 Transamerica (Aegon) · Mutual fund IndexRecordkeeper's own fund | $6.7M | 10.7% |
| Transamerica Lifegoal Index 2035 Transamerica (Aegon) · Mutual fund IndexRecordkeeper's own fund | $5.5M | 8.8% |
| Transamerica Lifegoal Index 2060 Transamerica (Aegon) · Mutual fund IndexRecordkeeper's own fund | $5.0M | 8.1% |
| Transamerica Lifegoal Index 2055 Transamerica (Aegon) · Mutual fund IndexRecordkeeper's own fund | $4.7M | 7.6% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $4.1M | 6.6% |
| Transamerica Lifegoal Index 2030 Transamerica (Aegon) · Mutual fund IndexRecordkeeper's own fund | $4.0M | 6.4% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $2.8M | 4.6% |
| Other: Investment in Insurance Company General Account Manager not matched · Insurance contract | $1.8M | 2.9% |
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.
The auditor signed off without reservation. This is the cleanest opinion.