Filed April 13, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GWL&A1+ years Service code 15 · EIN 84-0467907 | Recordkeeping | $42,133 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPM SECURITIES LLC Service code 26 · EIN 13-4110995 | Advisory (Participants) | $19,214 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,650 | $71,957-1.8% | $67,652+4.4% | $59,188+19.4% |
| Participation rate | 96.3% | 82.7%+13.6pp | 75.7%+20.6pp | 69.4%+26.9pp |
| Annual return | 0.41% | 8.53%-8.1pp | 6625.40%-6625.0pp | 5.51%-5.1pp |
| Employer contribution / active EE | $1,830 | $2,432-24.7% | $2,266-19.2% | $2,098-12.8% |
| Participant deferral / active EE | $7,231 | $4,211+71.7% | $3,560+103.1% | $3,265+121.5% |
| Admin fee / account holder | $9 | $64-86.7% | $4,821-99.8% | $92-90.8% |