The Retirement Plan Advisors company source record lists 65 employees. The visible Retirement Plan Advisors management graph includes:
Ken Mergen
President at Retirement Plan Advisors
3
1
General
(15)
Mark R. Mitchell, Cfp (R) Practitioner
Owner, Retirement Plan Advisors
1
1
Finance
(5)
Andy Trachsel
Financial Advisor/cpa at Retirement Plan Advisors
2
2
Sales
(4)
Jacqueline Healy
Client Reporting & Proposal Manager
4
0
Operations
(1)
Sarah Mckinzie Mpa
Group Plans Operations Specialist
1
0
Marketing
(1)
Caitlin Cunningham
Vice President, Marketing and Communications at Retirement Plan Advisors
4
1
Related company intelligence for Retirement Plan Advisors
10 same-industry peers
9 with employee estimates
10 with websites
10 with social profiles
4 peer evidence types
Peer evidence source coverage
4 source-backed evidence types support this related-company graph.
same-industry peers, employee benchmarks, website records, and social profiles
Same-industry peers
10 / 10
10 of 10 related companies share this company's industry classification.
Employee benchmarks
9 / 10
9 of 10 related companies include employee estimates.
Website records
10 / 10
10 of 10 related companies include official website records.
Social profiles
10 / 10
10 of 10 related companies include company social profile signals.
Peer link quality filter
Multi-signal peer link set
10 related companies met the 2-signal peer-link threshold. Eligible peers average 3.9 source-backed signals.
10
eligible
0
filtered
3.9
avg signals
Peer comparison matrix
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
employee scale and peer graph evidence
Employee scale
Smaller than most related peers
This company
65 employees
Related peers
240 median peer employees
7 of 9 related employee-estimated peers are higher.
9 related companies with employee estimates
Peer graph evidence
Multi-signal peer benchmark evidence
This company
Benchmark-ready peer graph
Related peers
3 benchmark dimensions
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
industry context, employee benchmarks, website records, social profiles
Peer benchmark evidence
Multi-signal peer benchmark evidence
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
peer graph strength
size benchmark
size position
Peer position benchmark
Employee-scale peer position benchmark
Peer-position benchmark shows employee scale above 22.2% of 9 comparable related peers.
Directional peer-position evidence:
Peer-position evidence combines employee scale above 22.2% of 9 comparable related peers from related-company records.
Employee scale: 22.2%
Peer graph strength
Benchmark-ready peer graph
Related peer graph has industry context, employee benchmarks, website records, and social profiles across 10 related companies.
Peer median size
240 employees
Largest peer by size
FINRA
6.35K employees
Retirement Plan Advisors size signal
65 employees
Peer size comparison
7 larger · 2 smaller
Peer scale position
Smaller than most related peers
7 of 9 related employee-estimated peers are higher.
Retirement Plan Advisors people graph sample
-
James D "Jim" Ray
Regional Director at Retirement Plan
Metairie, Louisiana, United States1 email signal on retirementplanadvisors.com1 phone signal available
-
Caitlin Cunningham
Vice President, Marketing
Chicago, Illinois, United States4 email signals: 1 email signal on retirementplanadvisors.com, 3 non-official email signals1 phone signal available
-
Mike Allen
Investment Advisor W/ Retirement Plan
Lees Summit, Missouri, United States2 email signals across 2 non-official domains -
Emily C. Knox, Crc, Qpfc, Nqpc
Experienced Leader in the Retirement
Denver, Colorado, United States3 email signals across 3 non-official domains
How AeroLeads builds company intelligence
Use source-backed company records
AeroLeads combines company source fields, workforce samples, email-pattern aggregates, and related-company records when those signals are available.
Show only available evidence
Blank source fields are omitted. Contact channels are summarized as signals, with raw email addresses and phone numbers masked on public pages.
Compare useful company context
Related company, market, workforce, technology, and management signals help turn a static company listing into a company intelligence page.
Contact research
AeroLeads intelligence
Review reachable contact coverage for Retirement Plan Advisors
AeroLeads maps 4 visible contact signals for Retirement Plan Advisors. Coverage is multi-channel contact coverage.