Filed August 21, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $52,450+20.1% | $129,295-51.3% | $74,546-15.5% |
| Participation rate | 95.3% | 53.8%+41.5pp | 69.6%+25.7pp | 67.2%+28.1pp |
| Annual return | 14.95% | 15.65%-0.7pp | 9429.28%-9414.3pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $3,019 | $1,532+97.0% | $4,157-27.4% | $2,624+15.0% |
| Participant deferral / active EE | $7,424 | $2,797+165.4% | $4,169+78.1% | $4,347+70.8% |
| Admin fee / account holder | $125 | $2,636-95.2% | $7,665-98.4% | $1,944-93.5% |