Filed September 23, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY2+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $66,965 |
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 | $38,408 | $71,802-46.5% | $133,980-71.3% | $57,658-33.4% |
| Participation rate | 97.7% | 85.5%+12.3pp | 87.1%+10.7pp | 70.2%+27.5pp |
| Annual return | 7.94% | 13.51%-5.6pp | 29.30%-21.4pp | 5.13%+2.8pp |
| Employer contribution / active EE | $2,245 | $3,161-29.0% | $5,211-56.9% | $1,974+13.8% |
| Participant deferral / active EE | $2,121 | $4,606-53.9% | $6,282-66.2% | $3,061-30.7% |
| Admin fee / account holder | $181 | $88+106.4% | $9,324-98.1% | $95+91.5% |