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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,039 |
THE KAGAN COMPANY5 years Service code 15 · EIN 95-4255557 | Recordkeeping | $3,900 |
4 funds of $250K or more; 15 lines in all, holding $3.6M of the plan's $3.6M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Transamerica Target Retirement, other, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Growth Fund of America Ret Opt Capital Group · Separate account | $1.1M | 29.6% |
| MFS Value Ret Opt MFS (Sun Life) · Separate account | $937K | 26.1% |
| Transamerica Stable Value Core Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $299K | 8.3% |
| Prudential Total Return Bond Ret Opt Prudential (PGIM) · Separate account | $253K | 7.0% |
| Transamerica Target Retirement Transamerica (Aegon) · Separate account Target-date, 5 vintagesRecordkeeper's own fund | $161K | 4.5% |
| American Funds New Perspective Ret Opt Capital Group · Separate account | $129K | 3.6% |
| Victory Established Value Ret Opt Victory Capital · Separate account | $118K | 3.3% |
| DFA Infl-Protected Sec Portfolio Ret Opt Dimensional · Separate account | $113K | 3.1% |
| Transamerica Small Cap Value Ret Opt Transamerica (Aegon) · Separate account Recordkeeper's own fund | $103K | 2.9% |
| MFS International Diversification Fund MFS (Sun Life) · Separate account | $94K | 2.6% |
See the other 5 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,182 | $101,317-87.0% | $146,958-91.0% | $74,495-82.3% |
| Participation rate | 85.1% | 75.5%+9.6pp | 82.2%+2.9pp | 67.2%+17.9pp |
| Annual return | 32.52% | 8730.91%-8698.4pp | 418.34%-385.8pp | 1364.94%-1332.4pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,056 | $7,303-58.2% | $8,070-62.1% | $4,346-29.7% |
| Admin fee / account holder | $40 | $1,739-97.7% | $12,998-99.7% | $1,942-97.9% |