Filed January 19, 2026 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY2+ years Service code 11 · EIN 39-0230590 | Actuarial | $108,594 |
TRUSTEE RETIREMENT PROGRAM2+ years Service code 20 · EIN 47-3860238 | Trustee (individual) | $2,637 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 7.35% | 5.13%+2.2pp | 4.74%+2.6pp | 7.18%+0.2pp |
| Employer contribution / active EE | $4,444 | $14,689-69.7% | $36,089-87.7% | $13,095-66.1% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |