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 | $43,456 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $41,224 |
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 | $88,005 | $93,182-5.6% | $146,685-40.0% | $79,393+10.8% |
| Participation rate | 85.8% | 76.4%+9.4pp | 80.1%+5.8pp | 70.7%+15.1pp |
| Annual return | 12.87% | 21.61%-8.7pp | 22.75%-9.9pp | 116.87%-104.0pp |
| Employer contribution / active EE | $2,029 | $2,420-16.1% | $4,137-50.9% | $2,428-16.4% |
| Participant deferral / active EE | $5,149 | $4,169+23.5% | $5,507-6.5% | $4,046+27.3% |
| Admin fee / account holder | $351 | $585-40.0% | $10,281-96.6% | $627-43.9% |