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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 6400 C STREET SW · CEDAR RAPIDS, IA 52499 | Recordkeeping and information managem... | $234,933 |
ALAN BILLER & ASSOCIATES4 years Filed as: ALAN D. BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 535 MIDDLEFIELD ROAD 230 · MENLO PARK, CA 94025 | Advisory (Plan) | $44,927 |
IRONWORKERS EMPLOYEE BENEFIT CORP.10+ years Filed as: IRONWORKERS EMPLOYEE BENEFIT CORP Service code 13 · EIN 95-3084599 131 N EL MOLINO AVENUE 330 · PASADENA, CA 91101 | Contract Administrator | $30,000 |
SALTZMAN & JOHNSON9 years Service code 29 · EIN 94-2376174 7 W 41ST AVENUE SUITE 410 · SAN MATEO, CA 94403 | Legal | $11,118 |
IRON MOUNTAIN1 year Service code 99 · EIN 23-2588479 1101 ENTERPRISE DRIVE · ROYERSFORD, PA 19468 | Other Fees | $9,315 |
Service code 10 · EIN 46-1559312 876 N MOUNTAIN AVENUE SUITE 105 · UPLAND, CA 91786 | Accounting | $9,000 |
12 funds of $250K or more; 8 lines in all, holding $30.7M of the plan's $30.8M. From the 2025 filing. Recordkeeper: Ironworkers Employee Benefit.
Target-date series: Nuveen Lifecycle Index, mutual fund, 94% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $28.9M | 94.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.1M | 3.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $275K | 0.9% |
| First American Government Obligation Fund Class Z Manager not matched · Money market | $131K | 0.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $80K | 0.3% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $76K | 0.2% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $73K | 0.2% |
| Vanguard REIT Index Fund Admiral Shares Vanguard · Mutual fund Index | $4K | <0.1% |
Covers 2,601 large plans that list their funds in their annual filing. Updated Nov 1, 2026. Shares describe these plans, not the whole market.
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.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,665 | $128,899-87.8% | $113,168-86.2% | $102,872-84.8% |
| Participation rate | 100.0% | 87.0%+13.0pp | 76.6%+23.4pp | 73.0%+27.0pp |
| Annual return | 11.53% | 15.88%-4.3pp | 24.27%-12.7pp | 19.06%-7.5pp |
| Employer contribution / active EE | $188 | $3,713-94.9% | $2,975-93.7% | $3,526-94.7% |
| Participant deferral / active EE | $81 | $6,787-98.8% | $5,107-98.4% | $5,535-98.5% |
| Admin fee / account holder | $186 | $129+43.6% | $12,068-98.5% | $292-36.4% |