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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 | $64,705-14.5% | $62,929-12.1% | $67,986-18.7% |
| Participation rate | 82.7% | 65.6%+17.1pp | 73.1%+9.6pp | 57.2%+25.5pp |
| Annual return | 11.54% | 20.31%-8.8pp | 1063.93%-1052.4pp | 31.67%-20.1pp |
| Employer contribution / active EE | $2,128 | $2,376-10.4% | $2,505-15.0% | $2,019+5.4% |
| Participant deferral / active EE | $3,419 | $3,198+6.9% | $3,888-12.1% | $3,358+1.8% |
| Admin fee / account holder | $225 | $1,428-84.2% | $5,065-95.5% | $3,203-93.0% |