Filed December 30, 2025 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY2 years Service code 15 · EIN 39-0230590 | Recordkeeping | $51,479 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,790 | $89,739-30.0% | $149,721-58.1% | $62,293+0.8% |
| Participation rate | 96.3% | 85.1%+11.2pp | 87.1%+9.2pp | 69.5%+26.7pp |
| Annual return | 14.75% | 21.01%-6.3pp | 1501.67%-1486.9pp | 28.90%-14.1pp |
| Employer contribution / active EE | $2,281 | $3,233-29.4% | $5,444-58.1% | $2,042+11.7% |
| Participant deferral / active EE | $2,277 | $4,797-52.5% | $6,568-65.3% | $3,169-28.1% |
| Admin fee / account holder | $429 | $551-22.2% | $11,282-96.2% | $479-10.5% |