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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $28,252 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,860 | $48,050-58.7% | $85,969-76.9% | $59,633-66.7% |
| Participation rate | 78.1% | 64.5%+13.6pp | 76.5%+1.5pp | 68.7%+9.4pp |
| Annual return | -2.16% | 0.29%-2.5pp | 9.32%-11.5pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $1,827 | $1,640+11.5% | $3,474-47.4% | $2,203-17.0% |
| Participant deferral / active EE | $2,911 | $2,249+29.4% | $3,829-24.0% | $3,192-8.8% |
| Admin fee / account holder | $277 | $3,206-91.4% | $6,053-95.4% | $4,297-93.6% |