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 | $61,833 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $47,724 |
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 | $78,414 | $116,081-32.4% | $156,181-49.8% | $79,634-1.5% |
| Participation rate | 94.7% | 75.6%+19.1pp | 78.8%+15.9pp | 62.5%+32.2pp |
| Annual return | 16.05% | 15.89%+0.2pp | 64.87%-48.8pp | 36.46%-20.4pp |
| Employer contribution / active EE | $2,360 | $2,828-16.6% | $4,294-45.0% | $2,529-6.7% |
| Participant deferral / active EE | $6,383 | $4,584+39.2% | $6,132+4.1% | $3,835+66.5% |
| Admin fee / account holder | $337 | $854-60.5% | $14,586-97.7% | $1,002-66.3% |