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 | $119,272-34.3% | $161,149-51.3% | $71,012+10.4% |
| Participation rate | 94.7% | 73.6%+21.1pp | 78.8%+15.9pp | 58.6%+36.2pp |
| Annual return | 16.05% | 16.11%-0.1pp | 21.16%-5.1pp | 37.67%-21.6pp |
| Employer contribution / active EE | $2,360 | $2,894-18.5% | $4,360-45.9% | $2,348+0.5% |
| Participant deferral / active EE | $6,383 | $4,117+55.0% | $6,153+3.7% | $3,246+96.6% |
| Admin fee / account holder | $337 | $1,020-66.9% | $15,194-97.8% | $1,167-71.1% |