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 | $44,795 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $38,784 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,679 | $71,142-3.5% | $119,609-42.6% | $64,808+6.0% |
| Participation rate | 90.0% | 78.6%+11.4pp | 79.3%+10.7pp | 71.5%+18.5pp |
| Annual return | -13.41% | -10.01%-3.4pp | -14.97%+1.6pp | 32.82%-46.2pp |
| Employer contribution / active EE | $2,127 | $2,497-14.8% | $4,232-49.7% | $2,506-15.1% |
| Participant deferral / active EE | $5,573 | $4,490+24.1% | $5,602-0.5% | $4,310+29.3% |
| Admin fee / account holder | $308 | $162+89.8% | $10,323-97.0% | $188+63.9% |