Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC1+ years Service code 49 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Other Services | $1,240 |
INTEGRATED WEALTH CONCEPTS LLC1+ years Filed as: INTEGRATED FINANCIAL SOLUTIONS PLLC Service code 99 | Other Fees | $1,028 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $122 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 | Advisory (Plan) | $35 |
Filed as: INTEGRATAED FINANCIAL SOLUTIONS PLL Service code 99 · EIN 47-1105772 | Other Fees | $0 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,552 | $45,602-74.7% | $117,533-90.2% | $66,938-82.7% |
| Participation rate | 23.0% | 57.6%-34.6pp | 70.6%-47.6pp | 69.8%-46.8pp |
| Annual return | 0.00% | -16.74%+16.7pp | 29.77%-29.8pp | 1.58%-1.6pp |
| Employer contribution / active EE | $519 | $1,579-67.1% | $4,179-87.6% | $2,545-79.6% |
| Participant deferral / active EE | $1,140 | $2,845-59.9% | $4,072-72.0% | $4,238-73.1% |
| Admin fee / account holder | $7 | $661-98.9% | $5,647-99.9% | $594-98.8% |