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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,095 | $89,436-13.8% | $164,813-53.2% | $77,643-0.7% |
| Participation rate | 93.6% | 78.6%+15.0pp | 78.6%+15.0pp | 70.6%+23.0pp |
| Annual return | 12.87% | 28.83%-16.0pp | 69.93%-57.1pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,362 | $2,569-8.1% | $4,341-45.6% | $2,726-13.4% |
| Participant deferral / active EE | $6,499 | $4,897+32.7% | $6,031+7.8% | $4,647+39.9% |
| Admin fee / account holder | $341 | $339+0.4% | $12,690-97.3% | $430-20.8% |