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 LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $41,351 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $21,600 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $2,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,746 | $73,009+61.3% | $90,760+29.7% | $68,486+71.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -20.81% | -13.81%-7.0pp | -12.16%-8.7pp | -7.85%-13.0pp |
| Employer contribution / active EE | $2,920 | $2,193+33.2% | $2,922-0.1% | $2,597+12.5% |
| Participant deferral / active EE | $9,646 | $3,626+166.0% | $4,565+111.3% | $4,028+139.5% |
| Admin fee / account holder | $506 | $5,896-91.4% | $8,444-94.0% | $5,404-90.6% |