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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 | Other Fees | $63,114 |
THE RETIREMENT ADVANTAGE INC6 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 49 | Other Services | $14,719 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LL Service code 99 · EIN 26-4311657 | Other Fees | $13,431 |
Service code 99 · EIN 59-2937883 | Other Fees | $0 |
THE RETIREMENT ADVANTAGE INC3 years Service code 49 600 S NICOLET RD · APPLETON, WI 54914 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,726 | $101,653+8.9% | $147,080-24.7% | $74,459+48.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.84% | 8754.98%-8739.1pp | 420.17%-404.3pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $7,980 | $3,813+109.3% | $4,933+61.8% | $2,626+203.9% |
| Participant deferral / active EE | $8,189 | $7,304+12.1% | $8,066+1.5% | $4,350+88.3% |
| Admin fee / account holder | $348 | $1,752-80.1% | $12,989-97.3% | $1,945-82.1% |