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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $37,971 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $23,111 |
13 funds of $250K or more; 31 lines in all, holding $16.6M of the plan's $16.9M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, other, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica RetireOnTrack 2030 with American Funds Capital Group · Separate account | $3.0M | 18.1% |
| Transamerica RetireOnTrack 2035 with American Funds Capital Group · Separate account | $2.6M | 15.8% |
| Transamerica RetireOnTrack 2025 with American Funds Capital Group · Separate account | $1.6M | 9.5% |
| Transamerica RetireOnTrack 2050 with American Funds Capital Group · Separate account | $1.2M | 7.5% |
| Transamerica Partners Stock Index Ret Option Transamerica (Aegon) · Separate account IndexRecordkeeper's own fund | $1.1M | 6.8% |
| Transamerica RetireOnTrack 2045 with American Funds Capital Group · Separate account | $952K | 5.7% |
| Transamerica Stable Value Core Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $869K | 5.2% |
| Transamerica RetireOnTrack 2040 with American Funds Capital Group · Separate account | $862K | 5.2% |
| Transamerica RetireOnTrack 2055 with American Funds Capital Group · Separate account | $802K | 4.8% |
| Transamerica RetireOnTrack 2060 with American Funds Capital Group · Separate account | $725K | 4.4% |
See the other 21 lines in this lineup with Solo.
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Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedTransamerica RetireOnTrack 2040 with American Funds | $862K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,725 | $56,767+79.2% | $101,794-0.1% | $85,563+18.9% |
| Participation rate | 42.5% | 57.6%-15.1pp | 69.2%-26.7pp | 66.0%-23.5pp |
| Annual return | 16.00% | 17.76%-1.8pp | 30.53%-14.5pp | 31.51%-15.5pp |
| Employer contribution / active EE | $1,580 | $1,112+42.0% | $2,289-31.0% | $2,654-40.5% |
| Participant deferral / active EE | $2,830 | $2,720+4.0% | $4,084-30.7% | $4,375-35.3% |
| Admin fee / account holder | $386 | $1,098-64.8% | $8,777-95.6% | $834-53.7% |