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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $137,517 |
Filed as: ONE RETIREMENT LLC Service code 26 · EIN 45-4357540 | Advisory (Participants) | $116,700 |
FCI ADVISORS5+ years Service code 70 · EIN 43-1703335 | Consulting Fees | $21,492 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,227 |
Service code 70 6240 W 135TH ST., SUITE 200 · OVERLAND PARK, KS 66233 | Consulting Fees | $12,895 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $273,254 | $101,523+169.2% | $141,200+93.5% | $77,775+251.3% |
| Participation rate | 96.8% | 77.4%+19.5pp | 82.5%+14.4pp | 73.2%+23.6pp |
| Annual return | 22.46% | 56.22%-33.8pp | 71.41%-49.0pp | 32.58%-10.1pp |
| Employer contribution / active EE | $11,294 | $3,341+238.0% | $4,736+138.4% | $2,504+351.0% |
| Participant deferral / active EE | $9,487 | $6,434+47.5% | $6,710+41.4% | $3,966+139.2% |
| Admin fee / account holder | $191 | $92+108.6% | $10,265-98.1% | $100+90.8% |