Filed May 7, 2024 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY2 years Service code 11 · EIN 39-0230590 | Actuarial | $49,677 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $1,104 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $396,305-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 10.4%-10.4pp |
| Annual return | 6.15% | 9.12%-3.0pp | 78.99%-72.8pp | 9.31%-3.2pp |
| Employer contribution / active EE | $0 | $6,627-100.0% | $29,717-100.0% | $13,179-100.0% |
| Participant deferral / active EE | $0 | $58-100.0% | $224-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $3,725-100.0% | $4,785-100.0% |