Filed July 25, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY2 years Service code 15 · EIN 39-0230590 | Recordkeeping | $14,068 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $6,109 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,362 | $122,239-69.4% | $184,203-79.7% | $74,495-49.8% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.4pp | 67.2%+32.0pp |
| Annual return | 15.90% | 19.95%-4.0pp | 28.81%-12.9pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $3,137 | $4,537-30.9% | $6,427-51.2% | $2,623+19.6% |
| Participant deferral / active EE | $4,886 | $7,139-31.6% | $9,131-46.5% | $4,346+12.4% |
| Admin fee / account holder | $113 | $1,260-91.1% | $13,901-99.2% | $1,942-94.2% |