Retirement plan

JACKSON KELLY PLLC 401(K) PS PLAN TRUST

Name: JACKSON KELLY PLLC - JACKSON KELLY PLLC 401(K) PS PLAN TRUST (2016) 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 2016

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)

$112.6M

+2.6% from 2015

Total participants

534

+3.3% from 2015

Average account balance

$214,798

+1.1% from 2015

Annual return

9.16%

+3.93 pp from 2015

Benchmarks

See 2,524 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,524 peers

Snapshot2016

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 3 by compensation

Provider	Service type	Compensation
COMPERIO RETIREMENT CONSULTING, INC1 year Filed as: COMPERIO RETIREMENT CONSULTING, IN Service code 70 · EIN 20-4798483	Consulting Fees	$40,000
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$25,160
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Service code 37 · EIN 04-2647786	Loan Processing	-$36,619

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

$21K

$60 / participant

Investment mgmt$25K120.6%

% 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

$214,798

$80,177+167.9%

$123,894+73.4%

$57,658+272.5%

Participation rate

97.1%

74.4%+22.7pp

81.4%+15.7pp

70.2%+26.9pp

Annual return

9.16%

17.90%-8.7pp

47.52%-38.4pp

5.13%+4.0pp

Employer contribution / active EE

$7,772

$2,913+166.8%

$4,617+68.3%

$1,974+293.8%

Participant deferral / active EE

$6,101

$5,130+18.9%

$5,984+1.9%

$3,061+99.3%

Admin fee / account holder

$40

$106-62.6%

$8,357-99.5%

$95-57.9%

Provider

Service type

Compensation

COMPERIO RETIREMENT CONSULTING, INC1 year

Filed as: COMPERIO RETIREMENT CONSULTING, IN

Service code 70 · EIN 20-4798483

Consulting Fees

$40,000

STRATEGIC ADVISORS, INC.2+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$25,160

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$36,619

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