Retirement plan

JACKSON KELLY PLLC 401(K) PS PLAN TRUST

Name: JACKSON KELLY PLLC - JACKSON KELLY PLLC 401(K) PS PLAN TRUST (2023) 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 2023

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)

$130.3M

+11.7% from 2022

Total participants

476

+1.9% from 2022

Average account balance

$282,107

+11.5% from 2022

Annual return

17.12%

+33.26 pp from 2022

Benchmarks

See 3,232 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,232 peers

Snapshot2023

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 5 by compensation

Provider	Service type	Compensation
COMPERIO RETIREMENT CONSULTING, INC8 years Filed as: COMPERIO RETIREMENT CONSULTING, IN Service code 16 · EIN 20-4798483	Consulting	$43,000
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$37,762
BUCKINGHAM STRATEGIC PARTNERS4 years Filed as: BUCKINGHAM STRATEGIC WEALTH LLC Service code 16 · EIN 16-1728260	Consulting	$15,510
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT Service code 16 · EIN 20-2480800	Consulting	$6,936
FIDELITY INVESTMENTS INSTITUTIONAL9+ years Service code 37 · EIN 04-2647786	Loan Processing	$2,088

Plan features & details

Pension benefit codes2E2F2G2J2T3H2R

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

$105K

$380 / participant

Recordkeeping$1K1.3%
Investment mgmt$38K36.1%
Other / not subdivided$65K62.6%

% of EOY assets

0.080%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY, US
Auditor EIN: 390859910
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$282,107

$95,417+195.7%

$135,974+107.5%

$74,460+278.9%

Participation rate

94.9%

78.2%+16.7pp

81.9%+13.0pp

70.7%+24.2pp

Annual return

17.12%

32.76%-15.6pp

68.30%-51.2pp

34.38%-17.3pp

Employer contribution / active EE

$10,209

$3,878+163.3%

$4,859+110.1%

$2,638+287.0%

Participant deferral / active EE

$9,044

$7,789+16.1%

$7,760+16.5%

$4,530+99.7%

Admin fee / account holder

$226

$266-15.0%

$10,767-97.9%

$348-34.9%

Provider

Service type

Compensation

COMPERIO RETIREMENT CONSULTING, INC8 years

Filed as: COMPERIO RETIREMENT CONSULTING, IN

Service code 16 · EIN 20-4798483

Consulting

$43,000

STRATEGIC ADVISORS, INC.9+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$37,762

BUCKINGHAM STRATEGIC PARTNERS4 years

Filed as: BUCKINGHAM STRATEGIC WEALTH LLC

Service code 16 · EIN 16-1728260

Consulting

$15,510

FISHER INVESTMENTS1 year

Filed as: FISHER ASSET MANAGEMENT

Service code 16 · EIN 20-2480800

Consulting

$6,936

FIDELITY INVESTMENTS INSTITUTIONAL9+ years

Service code 37 · EIN 04-2647786

Loan Processing

$2,088

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