Retirement plan

JONES, JACKSON, MOLL, MCGINNIS, STOCKS, PLC PROFIT

Name: JONES, JACKSON, MOLL, MCGINNIS, STOCKS, PLC - JONES, JACKSON, MOLL, MCGINNIS, STOCKS, PLC PROFIT (2022) Form 5500
Creator: JONES, JACKSON, MOLL, MCGINNIS, STOCKS, PLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JONES, JACKSON, MOLL, MCGINNIS, STOCKS, PLC PROFIT, JONES, JACKSON, MOLL, MCGINNIS, STOCKS, PLC

JONES, JACKSON, MOLL, MCGINNIS, STOCKS, PLCEIN 74-0416864Plan #001PY 2022

P. O. BOX 2023 - FORT SMITH, AR 729022023479-782-7203

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$10.2M

-12.3% from 2021

Total participants

0.0% from 2021

Average account balance

$680,339

-12.3% from 2021

Annual return

-13.75%

-25.59 pp from 2021

Benchmarks

See 133,872 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,872 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.19M

Not enough data

1 years with asset history on file

Average account balance

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

$707K

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.

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+7.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$263066

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2R3D

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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$61K

$5106 / participant

Other / not subdivided$61K100.0%

% of EOY assets

0.600%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$680,339

$138,102+392.6%

$125,381+442.6%

$134,532+405.7%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-13.75%

750.73%-764.5pp

572.31%-586.1pp

418.27%-432.0pp

Employer contribution / active EE

$10,565

$5,245+101.4%

$4,815+119.4%

$4,741+122.8%

Participant deferral / active EE

$4,246

$7,801-45.6%

$7,448-43.0%

$6,401-33.7%

Admin fee / account holder

$4,085

$11,568-64.7%

$10,007-59.2%

$11,429-64.3%

JONES, JACKSON, MOLL, MCGINNIS, STOCKS, PLC PROFIT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JONES, JACKSON, MOLL, MCGINNIS, STOCKS, PLC PROFIT

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