Filed November 24, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY5+ years Filed as: CMFG LIFE INSUARANCE COMPANY Service code 15 · EIN 39-0230590 | Recordkeeping | $19,568 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,960 | $98,982-34.4% | $162,163-59.9% | $65,185-0.3% |
| Participation rate | 98.3% | 85.8%+12.6pp | 87.6%+10.8pp | 70.2%+28.1pp |
| Annual return | 16.38% | 24.84%-8.5pp | 115.59%-99.2pp | 29.38%-13.0pp |
| Employer contribution / active EE | $4,102 | $3,467+18.3% | $5,614-26.9% | $2,177+88.4% |
| Participant deferral / active EE | $3,429 | $5,384-36.3% | $7,298-53.0% | $3,514-2.4% |
| Admin fee / account holder | $129 | $596-78.3% | $10,843-98.8% | $847-84.7% |