Filed August 3, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $37,830 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $19,490 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,837 | $136,307-28.2% | $177,821-45.0% | $73,488+33.1% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.7%+11.6pp | 70.7%+28.6pp |
| Annual return | 6.51% | 18.68%-12.2pp | 48.32%-41.8pp | 28.51%-22.0pp |
| Employer contribution / active EE | $3,055 | $3,712-17.7% | $5,918-48.4% | $2,270+34.6% |
| Participant deferral / active EE | $4,765 | $5,829-18.3% | $7,714-38.2% | $3,740+27.4% |
| Admin fee / account holder | $277 | $596-53.4% | $12,427-97.8% | $513-45.9% |