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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC6+ years Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 47 PARK PLACE SUITE 850 · APPLETON, WI 54914 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,074 | $62,132-29.1% | $185,823-76.3% | $73,488-40.0% |
| Participation rate | 99.4% | 67.8%+31.6pp | 78.0%+21.3pp | 70.7%+28.7pp |
| Annual return | 12.55% | 20.44%-7.9pp | 35.95%-23.4pp | 28.51%-16.0pp |
| Employer contribution / active EE | $2,354 | $1,681+40.0% | $4,087-42.4% | $2,270+3.7% |
| Participant deferral / active EE | $2,275 | $3,711-38.7% | $5,632-59.6% | $3,740-39.2% |
| Admin fee / account holder | $170 | $419-59.3% | $9,500-98.2% | $513-66.8% |