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: ONE RETIREMENT LLC Service code 26 · EIN 45-4357540 | Advisory (Participants) | $112,005 |
Service code 37 · EIN 04-2647786 | Loan Processing | $102,925 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,402 |
Service code 70 6240 W 135TH ST · OVERLAND PARK, KS 66233 | Consulting Fees | $13,891 |
FCI ADVISORS6+ years Service code 70 · EIN 43-1703335 | Consulting Fees | $12,282 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $299,876 | $127,481+135.2% | $149,751+100.2% | $90,274+232.2% |
| Participation rate | 96.7% | 78.2%+18.4pp | 82.5%+14.2pp | 73.4%+23.3pp |
| Annual return | 14.30% | 57.78%-43.5pp | 276.71%-262.4pp | 53.97%-39.7pp |
| Employer contribution / active EE | $12,294 | $3,448+256.6% | $4,646+164.6% | $2,523+387.2% |
| Participant deferral / active EE | $10,005 | $6,975+43.4% | $6,843+46.2% | $4,231+136.5% |
| Admin fee / account holder | $166 | $152+9.8% | $9,312-98.2% | $114+46.0% |