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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $166,950 |
Filed as: ONE ADVISORY PARTNERS Service code 26 · EIN 45-4357540 | Advisory (Participants) | $114,469 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,967 |
Service code 70 6240 W 135TH ST., SUITE 200 · OVERLAND PARK, KS 66233 | Consulting Fees | $12,625 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,223 | $88,874+160.2% | $123,553+87.1% | $75,289+207.1% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.3%+14.1pp | 72.4%+24.0pp |
| Annual return | -4.08% | 4.22%-8.3pp | 119.21%-123.3pp | -0.04%-4.0pp |
| Employer contribution / active EE | $11,022 | $3,256+238.6% | $4,628+138.2% | $2,405+358.3% |
| Participant deferral / active EE | $8,722 | $6,174+41.3% | $6,426+35.7% | $3,739+133.3% |
| Admin fee / account holder | $193 | $95+104.6% | $9,284-97.9% | $102+89.0% |