Filed December 30, 2025 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY4 years Service code 15 · EIN 39-0230590 | Recordkeeping | $45,224 |
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 | $75,240 | $98,982-24.0% | $162,185-53.6% | $65,186+15.4% |
| Participation rate | 96.3% | 85.8%+10.5pp | 87.6%+8.7pp | 70.2%+26.1pp |
| Annual return | 20.37% | 24.84%-4.5pp | 115.61%-95.2pp | 29.39%-9.0pp |
| Employer contribution / active EE | $2,496 | $3,467-28.0% | $5,613-55.5% | $2,177+14.7% |
| Participant deferral / active EE | $2,737 | $5,384-49.2% | $7,297-62.5% | $3,514-22.1% |
| Admin fee / account holder | $377 | $596-36.7% | $10,844-96.5% | $847-55.5% |