Filed August 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $57,938 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $43,933 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,095 | $89,435-13.8% | $164,975-53.3% | $77,714-0.8% |
| Participation rate | 93.6% | 78.6%+15.0pp | 78.6%+15.0pp | 70.6%+23.0pp |
| Annual return | 12.87% | 28.82%-15.9pp | 70.12%-57.3pp | 31.26%-18.4pp |
| Employer contribution / active EE | $2,362 | $2,563-7.8% | $4,343-45.6% | $2,727-13.4% |
| Participant deferral / active EE | $6,499 | $4,901+32.6% | $6,033+7.7% | $4,649+39.8% |
| Admin fee / account holder | $341 | $340+0.3% | $12,688-97.3% | $433-21.4% |