Filed August 3, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $47,067 |
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 | $108,870 | $79,523+36.9% | $140,016-22.2% | $56,287+93.4% |
| Participation rate | 95.3% | 85.7%+9.6pp | 87.5%+7.9pp | 69.9%+25.5pp |
| Annual return | 13.41% | 2.39%+11.0pp | 651.12%-637.7pp | -9.96%+23.4pp |
| Employer contribution / active EE | $2,931 | $3,350-12.5% | $5,606-47.7% | $2,111+38.8% |
| Participant deferral / active EE | $4,220 | $5,129-17.7% | $6,927-39.1% | $3,350+26.0% |
| Admin fee / account holder | $287 | $614-53.3% | $10,705-97.3% | $521-44.9% |