Filed February 19, 2020
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $27,063 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,174 | $79,523-58.3% | $140,019-76.3% | $56,289-41.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -3.15% | 2.39%-5.5pp | 651.17%-654.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $2,637 | $3,350-21.3% | $5,605-53.0% | $2,111+24.9% |
| Participant deferral / active EE | $2,785 | $5,129-45.7% | $6,927-59.8% | $3,350-16.9% |
| Admin fee / account holder | $102 | $614-83.4% | $10,705-99.0% | $521-80.5% |