Filed August 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $65,474 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,756 | $102,623+12.8% | $151,627-23.7% | $66,923+73.0% |
| Participation rate | 97.8% | 85.5%+12.3pp | 87.5%+10.3pp | 69.8%+28.0pp |
| Annual return | -14.96% | -10.82%-4.1pp | 3.33%-18.3pp | 1.58%-16.5pp |
| Employer contribution / active EE | $6,321 | $4,183+51.1% | $6,166+2.5% | $2,545+148.4% |
| Participant deferral / active EE | $6,530 | $6,644-1.7% | $8,363-21.9% | $4,237+54.1% |
| Admin fee / account holder | $287 | $630-54.5% | $11,612-97.5% | $593-51.7% |