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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,414 | $108,549-27.8% | $156,263-49.8% | $85,563-8.4% |
| Participation rate | 94.7% | 77.1%+17.6pp | 78.9%+15.8pp | 66.0%+28.7pp |
| Annual return | 16.05% | 21.79%-5.7pp | 59.47%-43.4pp | 31.51%-15.5pp |
| Employer contribution / active EE | $2,360 | $2,690-12.3% | $4,333-45.5% | $2,654-11.1% |
| Participant deferral / active EE | $6,383 | $4,800+33.0% | $6,158+3.6% | $4,375+45.9% |
| Admin fee / account holder | $337 | $650-48.1% | $14,255-97.6% | $834-59.6% |