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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 26 · EIN 26-4311657 | Advisory (Participants) | $5,507 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,354 | $52,467-2.1% | $57,196-10.2% | $55,167-6.9% |
| Participation rate | 49.5% | 75.8%-26.3pp | 75.3%-25.8pp | 69.0%-19.5pp |
| Annual return | 7.15% | 7.72%-0.6pp | 14.59%-7.4pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,077 | $2,477-56.5% | $2,683-59.9% | $1,963-45.1% |
| Participant deferral / active EE | $1,558 | $2,830-44.9% | $3,096-49.7% | $3,054-49.0% |
| Admin fee / account holder | $200 | $269-25.5% | $3,141-93.6% | $504-60.2% |