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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT ADVANTAGE, INC Service code 99 600 S NICOLET RD · APPLETON, WI 54914 | Other Fees | $1,508 |
Service code 99 · EIN 58-1396043 | Other Fees | $1,348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,268 | $59,220+13.6% | $96,572-30.3% | $79,389-15.3% |
| Participation rate | 51.0% | 61.9%-10.9pp | 69.8%-18.8pp | 70.7%-19.7pp |
| Annual return | 13.92% | 27.08%-13.2pp | 37.79%-23.9pp | 116.89%-103.0pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,357-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,529 | $2,948-48.1% | $3,850-60.3% | $4,046-62.2% |
| Admin fee / account holder | $95 | $659-85.6% | $6,183-98.5% | $626-84.9% |