Filed February 19, 2020
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY4+ years Service code 11 · EIN 39-0230590 | Actuarial | $17,631 |
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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -4.18% | -1.56%-2.6pp | -2.18%-2.0pp | 10.56%-14.7pp |
| Employer contribution / active EE | $10,058 | $15,244-34.0% | $38,751-74.0% | $13,643-26.3% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |