Filed February 23, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC4+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 47 PARK PLACE STE 850 · APPLETON, WI 54302 | Contract Administrator | $2,020 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $656 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,032 | $73,102+9.5% | $123,544-35.2% | $56,287+42.2% |
| Participation rate | 73.3% | 74.3%-1.1pp | 82.3%-9.0pp | 69.9%+3.4pp |
| Annual return | 14.40% | 3.01%+11.4pp | 119.20%-104.8pp | -9.96%+24.4pp |
| Employer contribution / active EE | $3,133 | $2,977+5.2% | $4,628-32.3% | $2,111+48.4% |
| Participant deferral / active EE | $6,729 | $5,423+24.1% | $6,426+4.7% | $3,350+100.9% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |