Filed February 19, 2020
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY3+ years Service code 11 · EIN 39-0230590 | Actuarial | $16,926 |
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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 12.50% | 11.16%+1.3pp | 10.36%+2.1pp | 10.41%+2.1pp |
| Employer contribution / active EE | $8,554 | $16,610-48.5% | $37,738-77.3% | $14,691-41.8% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |