Filed April 8, 2025 (most recent of 9 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $126,126 |
CMFG LIFE INSURANCE COMPANY6 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $51,024 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,784 | $131,799-38.7% | $200,582-59.7% | $85,563-5.6% |
| Participation rate | 97.2% | 87.9%+9.3pp | 86.9%+10.3pp | 66.0%+31.3pp |
| Annual return | 16.52% | 21.59%-5.1pp | 42.33%-25.8pp | 31.51%-15.0pp |
| Employer contribution / active EE | $3,752 | $4,532-17.2% | $6,419-41.6% | $2,654+41.4% |
| Participant deferral / active EE | $4,409 | $7,702-42.8% | $9,331-52.7% | $4,375+0.8% |
| Admin fee / account holder | $245 | $235+4.1% | $16,305-98.5% | $834-70.7% |