THE RETIREMENT ADVANTAGE INC
43 known aliases resolved via the canonical alias map
Market position · 2024
Plans served110-33 YoYRank #174 of mapped providers
Assets under administration$6.3B0.0%Market share · rank #1624
Fees received$3MMedian $7,556/planSum across Schedule C direct + indirect
Net wins YoY-3022 won · 52 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical THE RETIREMENT ADVANTAGE INC plan look like?
Service mix · median fees per plan
Count of plans where THE RETIREMENT ADVANTAGE INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the plan; Other fees; Contract AdministratorCode 13 | 55 | $6,887 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 28 | $5,073 | |
Other services; Other feesCode 49 | 18 | $7,179 | |
Other feesCode 99 | 5 | $3,000 | |
Plan AdministratorCode 14 | 4 | $6,381 | |
Consulting (general)Code 16 | 1 | $13,466 | |
Investment advisory (plan)Code 27 | 1 | $3,125 |
Competitor overlap
Percent of THE RETIREMENT ADVANTAGE INC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under THE RETIREMENT ADVANTAGE INC.
| Sponsor | From | Assets |
|---|---|---|
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | WILSON-MCSHANE CORPORATION | $4.5B |
SYSTEM HIGH CORPORATIONVA · 203836817-001 | PRINCIPAL LIFE INSURANCE COMPANY | $45M |
AMERICANTCS FIDUCIARY SERVICES, LLCPA · 932789379-004 | (new plan) | $22M |
INDUSTRIAL HARD CHROME, LTD.IL · 363392489-004 | NATIONWIDE | $16M |
CHRISTIAN BROTHERS AUTOMOTIVE CORPORATIONTX · 760020837-001 | EDWARD JONES | $15M |
K-W ELECTRIC, INC.WI · 391614199-001 | (new plan) | $14M |
CALUMET CARTON COMPANYIL · 362369829-002 | CAMBRIDGE INVESTMENT RESEARCH | $14M |
DRAFTPROS, LLCFL · 611795374-001 | (new plan) | $13M |
AVANT COMMUNICATIONS LLCIL · 264672769-002 | LINCOLN NATIONAL CORPORATION | $11M |
CATCON, INC. DBA CATALYST CONSTRUCTIONWI · 421756027-002 | (new plan) | $11M |
Plans lost in 2024
Appeared last year under THE RETIREMENT ADVANTAGE INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
VISTAR EYE CENTER, INC.VA · 540853078-003 | SAGEVIEW ADVISORY GROUP, LLC | $39M |
GRANT REGIONAL HEALTH CENTERWI · 391834962-001 | PRINCIPAL LIFE INSURANCE COMPANY | $26M |
NEVADA ORTHOPEDIC & SPINE CENTERNV · 880313907-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $25M |
WESTGATE CHEVROLET, INC.PA · 232257255-002 | FRANKLIN TEMPLETON | $22M |
WILLSON, JONES, CARTER & BAXLEY, P.A.SC · 753048189-001 | MATCH GRADE ADVISORS, LLC | $22M |
DECOTIIS, FITZPATRICK, COLE & GIBLIN, LLPNJ · 311425096-001 | (new plan) | $21M |
THE WITMER GROUP, LLCPA · 474148551-001 | FIRST NATIONAL TRUST COMPANY | $21M |
DEPASQUALE SALON SYSTEMS, INC.NJ · 222536020-002 | LINCOLN NATIONAL CORPORATION | $20M |
NEN HOLDINGS, LLCGA · 852586640-001 | USI CONSULTING GROUP | $19M |
TAO GROUP OPERATING, LLCNV · 814574674-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $19M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | $4.5B | 95,494 | $1M | 8y | - |
H.W. KAUFMAN FINANCIAL GROUPMI · 381903339-001 | $155M | 1,879 | $515 | 6y | - |
PATTERSON & DEWAR ENGINEERS, INC.GA · 580676787-001 | $95M | 366 | $13,466 | 2y | - |
AMERICA'S BACK OFFICE, INC.MI · 474975107-001 | $80M | 5,547 | $96,837 | 7y | 1 |
WISCONSIN FUEL & RETAIL ASSOCIATION, INC.WI · 390714470-001 | $51M | 1,131 | $1,950 | 3y | 1 |
CHILD TRENDS, INC.MD · 132982969-001 | $51M | 308 | $19,960 | 6y | - |
KENNICOTT BROTHERS COMPANYIL · 361317280-003 | $46M | 471 | $109,386 | 2y | 1 |
MARTIN ENGINEERING COMPANYIL · 362336135-002 | $45M | 283 | $25,125 | 10y | - |
SYSTEM HIGH CORPORATIONVA · 203836817-001 | $45M | 835 | $9,486 | 1y | - |
GEOSTABILIZATION INTERNATIONALCO · 522379754-001 | $38M | 875 | $36,966 | 7y | 2 |
Flag exposure
85.5%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (43)
Raw Schedule C names collapsed into THE RETIREMENT ADVANTAGE INC.
- AT RETIRMENT SERVICES, LLC
- AT RETIRMENT SEVICES
- INTL UNION OF PAINTERS & ALLIED TRA
- PA RETIRMENT SOLUTIONS, INC
- RETIREMENT ADVANTAGE
- RETIREMENT ADVANTAGE INC.
- RETIREMENT ADVANTAGE, INC.
- RETIREMNT, LLC SERIES TWO
- RETIRMENT BENEFIT SOLUTIONS
- RETIRMENT PLAN CONSULTANTS
- RETIRMENT PLAN SOLUTIONS INC
- RETIRMENT PLANNERS AND ADMINISTRAT
- RETIRMENT SOLUTIONS SPECIALISTS
- RETIRMENT STRATEGIES, INC.
- RETRIEMENT PLAN CONCEPTS & SVCS INC
- TEH RETIREMENT ADVANTAGE INC
- THE RETIREMEMTN ADVANTAGE, INC.
- THE RETIREMENT ADVANATAGE, INC.
- THE RETIREMENT ADVANTAG
- THE RETIREMENT ADVANTAGE
- THE RETIREMENT ADVANTAGE , INC.
- THE RETIREMENT ADVANTAGE - APPLETON
- THE RETIREMENT ADVANTAGE - TX
- THE RETIREMENT ADVANTAGE IN
- THE RETIREMENT ADVANTAGE INC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for THE RETIREMENT ADVANTAGE INC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 3 | 2.73% | 7.76% | -5.04 pp |
| Fidelity bond gap | 15 | 13.64% | 26.94% | -13.30 pp |
| Late contributions | 31 | 28.18% | 1.71% | +26.47 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 21 | 19.09% | 1.76% | +17.33 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with THE RETIREMENT ADVANTAGE INC. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).