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 COMPANY5 years Service code 15 · EIN 39-0230590 | Recordkeeping | $23,195 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,190 | $102,553-12.1% | $151,611-40.5% | $66,914+34.8% |
| Participation rate | 92.1% | 85.5%+6.6pp | 87.5%+4.6pp | 69.8%+22.3pp |
| Annual return | -15.08% | -10.82%-4.3pp | 3.33%-18.4pp | 1.58%-16.7pp |
| Employer contribution / active EE | $7,913 | $4,180+89.3% | $6,166+28.3% | $2,544+211.0% |
| Participant deferral / active EE | $4,842 | $6,641-27.1% | $8,363-42.1% | $4,237+14.3% |
| Admin fee / account holder | $139 | $630-77.9% | $11,616-98.8% | $593-76.6% |