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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,056 | $48,335+20.1% | $121,098-52.1% | $71,457-18.8% |
| Participation rate | 95.8% | 54.3%+41.5pp | 69.5%+26.3pp | 67.9%+27.9pp |
| Annual return | 20.71% | 23.32%-2.6pp | 985.75%-965.0pp | 28.85%-8.1pp |
| Employer contribution / active EE | $1,927 | $1,489+29.4% | $4,164-53.7% | $2,588-25.5% |
| Participant deferral / active EE | $7,222 | $2,754+162.3% | $4,080+77.0% | $4,289+68.4% |
| Admin fee / account holder | $65 | $1,841-96.5% | $5,644-98.8% | $1,587-95.9% |