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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,954 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 26 · EIN 26-4311657 | Advisory (Participants) | $18,911 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 10 · EIN 13-1614399 | Accounting | $161 |
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 | $63,596 | $65,322-2.6% | $70,476-9.8% | $73,493-13.5% |
| Participation rate | 62.5% | 77.0%-14.5pp | 75.1%-12.6pp | 70.7%-8.2pp |
| Annual return | 12.11% | 15.71%-3.6pp | 109.12%-97.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $1,568 | $2,460-36.3% | $2,738-42.7% | $2,270-30.9% |
| Participant deferral / active EE | $2,875 | $3,375-14.8% | $3,710-22.5% | $3,740-23.1% |
| Admin fee / account holder | $247 | $214+15.2% | $3,847-93.6% | $513-51.9% |