Retirement plan

JACKSON KELLY PLLC 401(K) PS PLAN TRUST

Name: JACKSON KELLY PLLC - JACKSON KELLY PLLC 401(K) PS PLAN TRUST (2019) 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 2019

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

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$127.4M

+10.8% from 2018

Total participants

482

-11.9% from 2018

Average account balance

$266,044

+17.8% from 2018

Annual return

20.99%

+27.04 pp from 2018

Benchmarks

See 2,853 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,853 peers

Snapshot2019

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, INC4 years Filed as: COMPERIO RETIREMENT CONSULTING, IN Service code 16 · EIN 20-4798483	Consulting	$40,000
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$38,051
FIDELITY INVESTMENTS INSTITUTIONAL5+ years Service code 37 · EIN 04-2647786	Loan Processing	$13,586

Plan features & details

Pension benefit codes2E2F2G2J2R2T3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$89K

$307 / participant

Investment mgmt$38K42.7%
Other / not subdivided$51K57.3%

% of EOY assets

0.070%

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: ARNETT CARBIS TOOTHMAN
Auditor EIN: 550486667
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$266,044

$88,122+201.9%

$141,191+88.4%

$67,579+293.7%

Participation rate

99.0%

76.5%+22.5pp

82.5%+16.5pp

71.3%+27.7pp

Annual return

20.99%

75.40%-54.4pp

71.41%-50.4pp

378.56%-357.6pp

Employer contribution / active EE

$8,544

$3,224+165.0%

$4,736+80.4%

$2,148+297.8%

Participant deferral / active EE

$7,531

$5,958+26.4%

$6,710+12.2%

$3,539+112.8%

Admin fee / account holder

$186

$131+42.3%

$10,264-98.2%

$142+30.9%

Provider

Service type

Compensation

COMPERIO RETIREMENT CONSULTING, INC4 years

Filed as: COMPERIO RETIREMENT CONSULTING, IN

Service code 16 · EIN 20-4798483

Consulting

$40,000

STRATEGIC ADVISORS, INC.5+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$38,051

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Service code 37 · EIN 04-2647786

Loan Processing

$13,586

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