Filed October 31, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY1+ years Filed as: CUNA MUTUAL INSURANCE SOCIETY Service code 15 · EIN 39-0230590 | Recordkeeping | $5,650 |
CMFG LIFE INSURANCE COMPANY1+ years Service code 60 | Sub-TA Fees | $0 |
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 | $45,593 | $68,413-33.4% | $123,104-63.0% | $55,191-17.4% |
| Participation rate | 95.0% | 84.5%+10.4pp | 86.8%+8.2pp | 69.2%+25.8pp |
| Annual return | 0.11% | 6.30%-6.2pp | 13.22%-13.1pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,189 | $3,050-61.0% | $5,151-76.9% | $1,899-37.4% |
| Participant deferral / active EE | $3,046 | $4,490-32.2% | $6,230-51.1% | $3,0460% |
| Admin fee / account holder | $11 | $88-87.1% | $9,015-99.9% | $91-87.5% |