Filed January 30, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $145,829 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $45,000 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,861 | $50,902+60.8% | $155,534-47.4% | $77,736+5.3% |
| Participation rate | 98.1% | 63.1%+35.0pp | 78.2%+19.9pp | 70.6%+27.5pp |
| Annual return | 11.85% | 34.85%-23.0pp | 64.92%-53.1pp | 31.26%-19.4pp |
| Employer contribution / active EE | $3,295 | $1,991+65.5% | $4,675-29.5% | $2,728+20.8% |
| Participant deferral / active EE | $4,849 | $2,824+71.7% | $5,630-13.9% | $4,651+4.3% |
| Admin fee / account holder | $202 | $437-53.8% | $15,900-98.7% | $433-53.4% |