Filed August 21, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $18,360 |
Service code 37 · EIN 04-2647786 | Loan Processing | $612 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,013 | $52,507+20.0% | $129,406-51.3% | $74,478-15.4% |
| Participation rate | 95.3% | 53.9%+41.4pp | 69.6%+25.7pp | 67.2%+28.1pp |
| Annual return | 14.95% | 15.64%-0.7pp | 9468.18%-9453.2pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $3,019 | $1,534+96.8% | $4,155-27.3% | $2,626+15.0% |
| Participant deferral / active EE | $7,424 | $2,801+165.1% | $4,167+78.2% | $4,350+70.7% |
| Admin fee / account holder | $125 | $2,639-95.2% | $7,689-98.4% | $1,946-93.6% |