Filed August 27, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $44,688 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $10,309 |
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 | $66,402 | $98,982-32.9% | $162,177-59.1% | $65,185+1.9% |
| Participation rate | 88.2% | 85.8%+2.4pp | 87.6%+0.6pp | 70.2%+18.0pp |
| Annual return | 21.53% | 24.84%-3.3pp | 115.60%-94.1pp | 29.38%-7.9pp |
| Employer contribution / active EE | $5,402 | $3,467+55.8% | $5,613-3.8% | $2,177+148.2% |
| Participant deferral / active EE | $1,658 | $5,384-69.2% | $7,297-77.3% | $3,514-52.8% |
| Admin fee / account holder | $309 | $596-48.2% | $10,843-97.2% | $847-63.5% |