Filed August 27, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $41,744 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,352 | $89,739-41.7% | $149,718-65.0% | $62,292-16.0% |
| Participation rate | 85.2% | 85.1%+0.1pp | 87.1%-1.9pp | 69.5%+15.6pp |
| Annual return | 15.50% | 21.01%-5.5pp | 1501.63%-1486.1pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,309 | $3,233-59.5% | $5,445-76.0% | $2,042-35.9% |
| Participant deferral / active EE | $3,944 | $4,797-17.8% | $6,569-40.0% | $3,169+24.5% |
| Admin fee / account holder | $172 | $551-68.7% | $11,283-98.5% | $479-64.0% |