Retirement plan

JACKSON KELLY PLLC 401(K) PS PLAN TRUST

Name: JACKSON KELLY PLLC - JACKSON KELLY PLLC 401(K) PS PLAN TRUST (2015) Form 5500
Creator: JACKSON KELLY PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACKSON KELLY PLLC 401(K) PS PLAN TRUST, JACKSON KELLY PLLC

JACKSON KELLY PLLCEIN 55-0394215Plan #002PY 2015

500 LEE STREET, EAST, 1600 LAIDLEY TOWER - CHARLESTON, WV 25301304-340-1000jacksonkelly.comLinkedIn201-500 employeeslaw practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$109.7M

No prior year

Total participants

517

No prior year

Average account balance

$212,548

No prior year

Annual return

5.23%

No prior year

Benchmarks

See 2,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,331 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$147.41M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$312K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

472

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

94.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.66M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.21%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$287

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$23,966
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 37 · EIN 04-2647786	Loan Processing	-$33,488

Plan features & details

Pension benefit codes2E2F2G2J2R2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

-$20K

$-63 / participant

Investment mgmt$24K0.0%

% of EOY assets

-0.019%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DIXON HUGHES GOODMAN
Auditor EIN: 560747981
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$212,548

$88,324+140.6%

$115,038+84.8%

$55,191+285.1%

Participation rate

99.7%

72.5%+27.2pp

81.4%+18.3pp

69.2%+30.5pp

Annual return

5.23%

6.30%-1.1pp

26.14%-20.9pp

10.78%-5.5pp

Employer contribution / active EE

$9,838

$2,805+250.7%

$4,608+113.5%

$1,899+418.1%

Participant deferral / active EE

$6,910

$5,042+37.0%

$6,026+14.7%

$3,046+126.8%

Admin fee / account holder

-$40

$105-137.5%

$8,175-100.5%

$91-143.5%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.1+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$23,966

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$33,488

JACKSON KELLY PLLC 401(K) PS PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JACKSON KELLY PLLC 401(K) PS PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion