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 | $17,759 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 26 · EIN 26-4311657 | Advisory (Participants) | $17,220 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 10 · EIN 13-1614399 | Accounting | $178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,318 | $60,795-9.0% | $69,464-20.4% | $65,185-15.1% |
| Participation rate | 58.7% | 74.9%-16.2pp | 74.6%-15.9pp | 70.2%-11.5pp |
| Annual return | 3.72% | 17.46%-13.7pp | 28.98%-25.3pp | 29.38%-25.7pp |
| Employer contribution / active EE | $1,342 | $2,452-45.2% | $2,779-51.7% | $2,177-38.3% |
| Participant deferral / active EE | $2,604 | $3,162-17.6% | $3,536-26.4% | $3,514-25.9% |
| Admin fee / account holder | $226 | $314-27.9% | $3,840-94.1% | $847-73.3% |