Filed August 21, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $8,708 |
Service code 37 · EIN 04-2647786 | Loan Processing | $638 |
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 | $58,056 | $48,432+19.9% | $121,204-52.1% | $71,511-18.8% |
| Participation rate | 95.8% | 54.3%+41.5pp | 69.5%+26.3pp | 67.9%+27.9pp |
| Annual return | 20.71% | 23.28%-2.6pp | 987.18%-966.5pp | 28.86%-8.1pp |
| Employer contribution / active EE | $1,927 | $1,493+29.1% | $4,170-53.8% | $2,589-25.6% |
| Participant deferral / active EE | $7,222 | $2,756+162.1% | $4,083+76.9% | $4,291+68.3% |
| Admin fee / account holder | $65 | $1,845-96.5% | $5,651-98.8% | $1,588-95.9% |