Filed September 23, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $46,406 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,927 | $68,413-44.6% | $123,104-69.2% | $55,191-31.3% |
| Participation rate | 91.3% | 84.5%+6.7pp | 86.8%+4.5pp | 69.2%+22.1pp |
| Annual return | 89.30% | 6.30%+83.0pp | 13.22%+76.1pp | 10.78%+78.5pp |
| Employer contribution / active EE | $2,185 | $3,050-28.4% | $5,151-57.6% | $1,899+15.1% |
| Participant deferral / active EE | $1,819 | $4,490-59.5% | $6,230-70.8% | $3,046-40.3% |
| Admin fee / account holder | $132 | $88+50.1% | $9,015-98.5% | $91+45.2% |