Retirement plan

JACKSON KELLY PLLC 401(K) PS PLAN TRUST

Name: JACKSON KELLY PLLC - JACKSON KELLY PLLC 401(K) PS PLAN TRUST (2020) 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 2020

PO BOX 553 - CHARLESTON, WV 25322304-340-1000jacksonkelly.comLinkedIn201-500 employeeslaw practice

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$136M

+6.7% from 2019

Total participants

484

+0.4% from 2019

Average account balance

$285,618

+7.4% from 2019

Annual return

11.72%

-9.27 pp from 2019

Benchmarks

See 2,819 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,819 peers

Snapshot2020

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 4 by compensation

Provider	Service type	Compensation
COMPERIO RETIREMENT CONSULTING, INC5 years Filed as: COMPERIO RETIREMENT CONSULTING, IN Service code 70 · EIN 20-4798483	Consulting Fees	$40,000
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$28,532
BUCKINGHAM STRATEGIC PARTNERS1 year Filed as: BUCKINGHAM STRATEGIC WEALTH LLC Service code 16 · EIN 16-1728260	Consulting	$6,200
FIDELITY INVESTMENTS INSTITUTIONAL6+ years Service code 37 · EIN 04-2647786	Loan Processing	$830

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

$74K

$256 / participant

Investment mgmt$29K38.5%
Other / not subdivided$46K61.5%

% of EOY assets

0.055%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$285,618

$100,801+183.3%

$149,730+90.8%

$73,412+289.1%

Participation rate

97.2%

77.7%+19.6pp

82.5%+14.8pp

72.2%+25.1pp

Annual return

11.72%

265.34%-253.6pp

276.70%-265.0pp

59.30%-47.6pp

Employer contribution / active EE

$8,777

$3,312+165.0%

$4,645+89.0%

$2,234+293.0%

Participant deferral / active EE

$7,814

$6,404+22.0%

$6,843+14.2%

$3,806+105.3%

Admin fee / account holder

$156

$181-13.8%

$9,310-98.3%

$158-1.3%

Provider

Service type

Compensation

COMPERIO RETIREMENT CONSULTING, INC5 years

Filed as: COMPERIO RETIREMENT CONSULTING, IN

Service code 70 · EIN 20-4798483

Consulting Fees

$40,000

STRATEGIC ADVISORS, INC.6+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$28,532

BUCKINGHAM STRATEGIC PARTNERS1 year

Filed as: BUCKINGHAM STRATEGIC WEALTH LLC

Service code 16 · EIN 16-1728260

Consulting

$6,200

FIDELITY INVESTMENTS INSTITUTIONAL6+ years

Service code 37 · EIN 04-2647786

Loan Processing

$830

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