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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $19,613 |
TCG GROUP HOLDINGS, LLP1+ years Filed as: TCG ADMINISTRATORS, LP Service code 15 · EIN 30-0944667 | Recordkeeping | $16,473 |
Filed as: TOTAL COMPENSATION INVESTMENT ADVIS Service code 27 · EIN 20-0760699 | Advisory (Plan) | $5,237 |
14 funds of $250K or more; 21 lines in all, holding $10.4M of the plan's $10.4M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Nuveen Lifecycle Index, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $6.1M | 58.6% |
| e) Nuveen TIAA (Nuveen) · Mutual fund | $1.2M | 11.9% |
| JP Morgan Large Cap Fund JPMorgan · Mutual fund | $1.1M | 10.7% |
| Vanguard Vangauard Small Cap Value Index Adm Vanguard · Mutual fund Index | $314K | 3.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $269K | 2.6% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $269K | 2.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $245K | 2.3% |
| Transamerica Stable Value Ascend Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $181K | 1.7% |
| Vanguard Vanguared Wellesley Income Adm Vanguard · Mutual fund | $152K | 1.5% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $97K | 0.9% |
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.
Participant 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).
The auditor signed off without reservation. This is the cleanest opinion.