Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,485 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 26 · EIN 26-4311657 | Advisory (Participants) | $7,993 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 10 · EIN 13-1614399 | Accounting | $182 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,229 | $55,002+9.5% | $59,887+0.6% | $56,287+7.0% |
| Participation rate | 57.8% | 75.9%-18.1pp | 74.7%-16.9pp | 69.9%-12.1pp |
| Annual return | 11.72% | 1.13%+10.6pp | 3.46%+8.3pp | -9.96%+21.7pp |
| Employer contribution / active EE | $1,188 | $2,448-51.5% | $2,722-56.4% | $2,111-43.7% |
| Participant deferral / active EE | $2,162 | $3,121-30.7% | $3,402-36.4% | $3,350-35.4% |
| Admin fee / account holder | $239 | $236+1.5% | $3,591-93.3% | $521-54.1% |