Filed December 30, 2025 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY3 years Service code 15 · EIN 39-0230590 | Recordkeeping | $57,315 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,410 | $79,523-25.3% | $140,019-57.6% | $56,289+5.5% |
| Participation rate | 97.1% | 85.7%+11.4pp | 87.5%+9.6pp | 69.9%+27.3pp |
| Annual return | -6.39% | 2.39%-8.8pp | 651.17%-657.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $2,427 | $3,350-27.5% | $5,605-56.7% | $2,111+15.0% |
| Participant deferral / active EE | $2,601 | $5,129-49.3% | $6,927-62.4% | $3,350-22.3% |
| Admin fee / account holder | $466 | $614-24.1% | $10,705-95.6% | $521-10.6% |