Filed March 7, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY5 years Service code 15 · EIN 39-0230590 | Recordkeeping | $11,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,002 | $122,239+12.1% | $184,203-25.6% | $74,495+83.9% |
| Participation rate | 94.0% | 85.5%+8.5pp | 86.8%+7.2pp | 67.2%+26.8pp |
| Annual return | 14.65% | 19.95%-5.3pp | 28.81%-14.2pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,821 | $4,537-37.8% | $6,427-56.1% | $2,623+7.5% |
| Participant deferral / active EE | $5,707 | $7,139-20.1% | $9,131-37.5% | $4,346+31.3% |
| Admin fee / account holder | $75 | $1,260-94.0% | $13,901-99.5% | $1,942-96.1% |