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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $34,411 |
ALERUS FINANCIAL, N.A.4 years Filed as: ALERUS RETIREMENT CONSULTING Service code 15 · EIN 45-0140105 | Recordkeeping | $4,200 |
Filed as: MESIROW FINANCNIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,556 |
WOODBURY FINANCIAL SERVICES5 years Service code 22 | Insurance Broker | $1,359 |
OSAIC WEALTH INC1 year Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
11 funds of $250K or more; 13 lines in all, holding $8.1M of the plan's $8.2M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Century One Choice, other, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Intl Stock Ret Acct Transamerica (Aegon) · Separate account Recordkeeper's own fund | $1.4M | 17.9% |
| Growth Fund of America Ret. Acct Capital Group · Separate account | $1.0M | 12.6% |
| Transamerica Partners Large Core Ret Acct Transamerica (Aegon) · Separate account Recordkeeper's own fund | $975K | 12.1% |
| Lord Abbett Income Ret Acct Lord Abbett · Separate account | $912K | 11.3% |
| Invesco Diversified Dividend Ret Acct Invesco · Separate account | $901K | 11.2% |
| Pgim Total Return Bond Ret Acct Prudential (PGIM) · Separate account | $872K | 10.8% |
| Pioneer Select Mid Cap Growth Ret Acct Victory Capital · Separate account | $431K | 5.4% |
| DFA U.S. Targeted Value Portfolio Ret Acct Dimensional · Separate account | $364K | 4.5% |
| Transamerica Small/Mid Cap Value Ret Acct Transamerica (Aegon) · Separate account Recordkeeper's own fund | $342K | 4.3% |
| Transamerica Stable Value Core Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $275K | 3.4% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.