Filed March 14, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $46,616 |
CMFG LIFE INSURANCE COMPANY5 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $17,876 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,870 | $138,393+15.5% | $184,256-13.2% | $80,959+97.5% |
| Participation rate | 94.4% | 83.9%+10.5pp | 86.8%+7.6pp | 67.7%+26.7pp |
| Annual return | 12.98% | 20.01%-7.0pp | 28.85%-15.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $8,368 | $4,847+72.6% | $6,427+30.2% | $2,757+203.5% |
| Participant deferral / active EE | $5,561 | $7,076-21.4% | $9,133-39.1% | $4,300+29.3% |
| Admin fee / account holder | $520 | $10,489-95.0% | $13,899-96.3% | $6,925-92.5% |