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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $112,168 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $44,415 |
ELLIOTT DAVIS, LLC3 years Filed as: ELLIOTT DAVIS, LLC/PLLC Service code 10 · EIN 57-0381582 | Accounting | $16,000 |
17 funds of $250K or more; 21 lines in all, holding $30.0M of the plan's $39.0M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, mutual fund, 0% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica LG D BlackRock Opt BlackRock · Mutual fund | $4.2M | 14.0% |
| Transamerica LG 2040 BlackRock BlackRock · Mutual fund | $3.8M | 12.7% |
| Transamerica LG 2045 BlackRock BlackRock · Mutual fund | $3.1M | 10.2% |
| Transamerica LG 2035 BlackRock BlackRock · Mutual fund | $2.8M | 9.4% |
| Insurance Company/ General Account Total Manager not matched · Insurance contract | $2.1M | 6.8% |
| Transamerica LG 2055 BlackRock BlackRock · Mutual fund | $2.0M | 6.8% |
| Transamerica LG 2050 BlackRock BlackRock · Mutual fund | $1.8M | 5.9% |
| Transamerica LG 2030 BlackRock BlackRock · Mutual fund | $1.7M | 5.8% |
| Columbia Contrarian Core Ret Opt Ameriprise (Columbia Threadneedle) · Mutual fund | $1.7M | 5.6% |
| BlackRock Equity Dividend Ret Opt N/R BlackRock · Mutual fund | $1.4M | 4.5% |
Added 16 funds.
| Fund | Year-end value |
|---|---|
| AddedTransamerica LG D BlackRock Opt | $4.2M |
| AddedTransamerica LG 2040 BlackRock | $3.8M |
| AddedTransamerica LG 2045 BlackRock | $3.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 11 stable value or insurance lines.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.