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| Provider | Service type | Compensation |
|---|---|---|
MFA ASSET MANAGEMENT1 year Filed as: MFA ASST MANAGEMENT LLC Service code 27 · EIN 04-3540481 | Advisory (Plan) | $27,496 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,941 |
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 | $63,519 | $43,504+46.0% | $68,612-7.4% | $56,287+12.8% |
| Participation rate | 68.8% | 67.8%+0.9pp | 72.2%-3.5pp | 69.9%-1.1pp |
| Annual return | -3.82% | -3.15%-0.7pp | -4.63%+0.8pp | -9.96%+6.1pp |
| Employer contribution / active EE | $985 | $1,525-35.4% | $2,625-62.5% | $2,111-53.3% |
| Participant deferral / active EE | $4,893 | $2,509+95.0% | $3,311+47.8% | $3,350+46.1% |
| Admin fee / account holder | $100 | $515-80.5% | $5,131-98.0% | $521-80.8% |