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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 26 · EIN 26-4311657 | Advisory (Participants) | $28,770 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $25,460 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 10 · EIN 13-1614399 | Accounting | $144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,192 | $60,989-24.3% | $60,906-24.2% | $66,938-31.0% |
| Participation rate | 68.6% | 74.5%-5.9pp | 73.1%-4.5pp | 69.8%-1.2pp |
| Annual return | -14.85% | -9.60%-5.2pp | 16.94%-31.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,160 | $2,661-56.4% | $2,703-57.1% | $2,545-54.4% |
| Participant deferral / active EE | $2,284 | $3,615-36.8% | $3,814-40.1% | $4,238-46.1% |
| Admin fee / account holder | $214 | $338-36.8% | $3,227-93.4% | $594-63.9% |