Filed September 19, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC11+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $36,602 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 · EIN 13-2624428 | Advisory (Plan) | $24,000 |
15 funds hold $25.6M of the plan's $26.0M. From the 2025 filing. Recordkeeper: JPMorgan.
Target-date series: T. Rowe Price Retirement, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $9.6M | 37.5% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $9.5M | 37.2% |
| Invesco Stable Value Fund Invesco · Insurance contract | $2.9M | 11.3% |
| JPMorgan Core Bond Fund Class I JPMorgan · Mutual fund Recordkeeper's own fund | $831K | 3.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $568K | 2.2% |
| American Funds Capital Group · Mutual fund | $477K | 1.9% |
| JPMorgan Equity Index Fund Class R6 JPMorgan · Mutual fund IndexRecordkeeper's own fund | $464K | 1.8% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $366K | 1.4% |
| Growth Institutional Fund R6 Manager not matched · Mutual fund | $293K | 1.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $225K | 0.9% |
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Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeGrowth Institutional to Growth Institutional Fund R6 | $533K to $293K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,925 | $94,625+108.1% | $116,228+69.4% | $84,808+132.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 15.87% | 20.40%-4.5pp | 90.06%-74.2pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,761 | $2,347+60.3% | $2,994+25.6% | $2,631+42.9% |
| Participant deferral / active EE | $12,582 | $3,972+216.8% | $4,953+154.0% | $4,212+198.8% |
| Admin fee / account holder | $459 | $10,091-95.5% | $11,989-96.2% | $7,344-93.7% |