Filed October 31, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CMFG LIFE INSURANCE SOCIETY Service code 15 · EIN 39-0230590 | Recordkeeping | $6,475 |
CMFG LIFE INSURANCE COMPANY2+ years Service code 60 | Sub-TA Fees | $0 |
CMFG LIFE INSURANCE COMPANY2+ years Filed as: CUNA MUTUAL INSURANCE SOCIETY Service code 60 | Sub-TA Fees | $0 |
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 | $49,388 | $71,802-31.2% | $133,980-63.1% | $57,658-14.3% |
| Participation rate | 95.0% | 85.5%+9.5pp | 87.1%+7.9pp | 70.2%+24.8pp |
| Annual return | 6.98% | 13.51%-6.5pp | 29.30%-22.3pp | 5.13%+1.9pp |
| Employer contribution / active EE | $1,239 | $3,161-60.8% | $5,211-76.2% | $1,974-37.2% |
| Participant deferral / active EE | $3,306 | $4,606-28.2% | $6,282-47.4% | $3,061+8.0% |
| Admin fee / account holder | $13 | $88-85.7% | $9,324-99.9% | $95-86.7% |