Filed January 19, 2026 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY3+ years Service code 11 · EIN 39-0230590 | Actuarial | $126,460 |
TRUSTEE RETIREMENT PROGRAM3+ years Service code 20 · EIN 47-3860238 | Trustee (individual) | $205 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 15.09% | 13.03%+2.1pp | 10.36%+4.7pp | 23.90%-8.8pp |
| Employer contribution / active EE | $4,822 | $15,779-69.4% | $37,738-87.2% | $16,539-70.8% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |