Filed February 19, 2020
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY1+ years Service code 11 · EIN 39-0230590 | Actuarial | $14,549 |
Filed as: GUIDANCE POINT Service code 27 116 CHRISTY RD · PORTLAND, ME 04013 | Advisory (Plan) | $7,000 |
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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 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | -0.42% | -0.83%+0.4pp | -0.81%+0.4pp | -7.14%+6.7pp |
| Employer contribution / active EE | $12,102 | $16,035-24.5% | $38,425-68.5% | $14,613-17.2% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |