Filed March 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY7+ years Service code 11 · EIN 39-0230590 | Actuarial | $69,816 |
TRUSTEED RETIREMENT PROGRAM7+ years Service code 20 · EIN 47-3860238 | Investment management fees paid direc... | $1,352 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $163,948-100.0% | $454,052-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.6%-2.6pp | 18.4%-18.4pp | 8.4%-8.4pp |
| Annual return | 11.26% | 11.99%-0.7pp | 8.95%+2.3pp | 18.35%-7.1pp |
| Employer contribution / active EE | $0 | $18,406-100.0% | $46,559-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $709-100.0% | $19,831-100.0% | $9,141-100.0% |