Filed August 3, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $52,652 |
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 | $102,877 | $98,982+3.9% | $162,163-36.6% | $65,185+57.8% |
| Participation rate | 97.1% | 85.8%+11.3pp | 87.6%+9.6pp | 70.2%+26.9pp |
| Annual return | 2.37% | 24.84%-22.5pp | 115.59%-113.2pp | 29.38%-27.0pp |
| Employer contribution / active EE | $2,921 | $3,467-15.7% | $5,614-48.0% | $2,177+34.2% |
| Participant deferral / active EE | $4,316 | $5,384-19.8% | $7,298-40.9% | $3,514+22.8% |
| Admin fee / account holder | $294 | $596-50.7% | $10,843-97.3% | $847-65.3% |