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| Provider | Service type | Compensation |
|---|---|---|
LEAFHOUSE FINANCIAL ADVISORS, LLC10+ years Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 26 · EIN 26-4311657 | Advisory (Participants) | $40,399 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $36,717 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 10 · EIN 13-1614399 | Accounting | $85 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,305 | $65,084-15.0% | $67,681-18.3% | $64,340-14.0% |
| Participation rate | 82.7% | 66.7%+16.0pp | 73.7%+9.0pp | 55.2%+27.5pp |
| Annual return | 11.54% | 20.50%-9.0pp | 590.58%-579.0pp | 24.14%-12.6pp |
| Employer contribution / active EE | $2,128 | $2,398-11.3% | $2,678-20.5% | $1,862+14.3% |
| Participant deferral / active EE | $3,419 | $3,210+6.5% | $3,976-14.0% | $2,980+14.7% |
| Admin fee / account holder | $225 | $1,415-84.1% | $6,100-96.3% | $3,703-93.9% |