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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC2+ years Filed as: THE RETRIEMENT ADVANTAGE Service code 15 · EIN 39-1816008 47 PARK PLACE SUITE 850 · APPLETON, WI 54914 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,710 | $55,453-73.5% | $170,439-91.4% | $62,293-76.4% |
| Participation rate | 61.6% | 66.4%-4.7pp | 83.6%-22.0pp | 69.5%-7.9pp |
| Annual return | 52.36% | 21.38%+31.0pp | 205.94%-153.6pp | 28.90%+23.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $998 | $2,303-56.6% | $4,939-79.8% | $3,169-68.5% |
| Admin fee / account holder | $12 | $455-97.4% | $13,881-99.9% | $479-97.6% |