Filed August 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY6+ years Service code 11 · EIN 39-0230590 | Actuarial | $24,176 |
EATON PEABODY ATTORNEYS AT LAW6+ years Filed as: EATON PEABODY Service code 29 · EIN 01-0373027 | Legal | $22,362 |
ALBIN RANDALL & BENNETT6+ years Service code 10 · EIN 01-0448006 | Accounting | $22,100 |
Service code 16 · EIN 45-4118952 | Consulting | $14,000 |
M3 INSURANCE SOLUTIONS, INC.3 years Service code 73 · EIN 39-1141360 | Other insurance fees and expenses | $9,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $293,167-100.0% | $373,805-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 39.4%-39.4pp | 18.9%-18.9pp | 43.0%-43.0pp |
| Annual return | 1.00% | 8.90%-7.9pp | 9.52%-8.5pp | 259.17%-258.2pp |
| Employer contribution / active EE | $0 | $50,076-100.0% | $41,951-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $16-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,317-100.0% | $1,512-100.0% | $21,502-100.0% |