Filed May 12, 2026 (most recent of 3 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY2 years Service code 15 · EIN 39-0230590 | Recordkeeping | $20,093 |
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 | $74,719 | $98,982-24.5% | $162,163-53.9% | $65,185+14.6% |
| Participation rate | 91.1% | 85.8%+5.3pp | 87.6%+3.5pp | 70.2%+20.9pp |
| Annual return | 23.58% | 24.84%-1.3pp | 115.59%-92.0pp | 29.38%-5.8pp |
| Employer contribution / active EE | $6,222 | $3,467+79.5% | $5,614+10.8% | $2,177+185.9% |
| Participant deferral / active EE | $3,871 | $5,384-28.1% | $7,298-47.0% | $3,514+10.2% |
| Admin fee / account holder | $141 | $596-76.4% | $10,843-98.7% | $847-83.4% |