Filed August 3, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $1,600 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,393 | $74,089+16.6% | $133,980-35.5% | $55,167+56.6% |
| Participation rate | 94.5% | 84.3%+10.3pp | 87.1%+7.5pp | 69.0%+25.6pp |
| Annual return | 2.06% | 12.11%-10.1pp | 29.30%-27.2pp | 169.23%-167.2pp |
| Employer contribution / active EE | $3,022 | $3,064-1.4% | $5,211-42.0% | $1,963+54.0% |
| Participant deferral / active EE | $4,245 | $4,678-9.2% | $6,282-32.4% | $3,054+39.0% |
| Admin fee / account holder | $11 | $458-97.6% | $9,324-99.9% | $504-97.9% |