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 | $50,605 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $39,146 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,111 | $91,372-22.2% | $129,995-45.3% | $74,419-4.4% |
| Participation rate | 92.2% | 77.8%+14.4pp | 78.5%+13.7pp | 70.7%+21.5pp |
| Annual return | 14.25% | 23.21%-9.0pp | -137.18%+151.4pp | 34.38%-20.1pp |
| Employer contribution / active EE | $2,286 | $2,563-10.8% | $4,320-47.1% | $2,637-13.3% |
| Participant deferral / active EE | $6,150 | $4,721+30.3% | $5,820+5.7% | $4,528+35.8% |
| Admin fee / account holder | $315 | $283+11.3% | $10,614-97.0% | $348-9.3% |