Filed January 19, 2026 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY7+ years Service code 11 · EIN 39-0230590 | Actuarial | $189,516 |
TRUSTEED RETIREMENT PROGRAM4 years Service code 20 · EIN 47-3860238 | Investment advisory (plan); Trustee (... | $24,928 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 11.80% | 11.84%0pp | 8.95%+2.9pp | 13.24%-1.4pp |
| Employer contribution / active EE | $8,522 | $12,426-31.4% | $46,559-81.7% | $14,616-41.7% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |