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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $150,711 |
Filed as: BOARD OF TRUSTEES OF RETIREMENT Service code 24 · EIN 47-3860238 | Discretionary Trustee | $9,689 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,001 | $129,227+13.8% | $184,256-20.2% | $77,762+89.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 14.28% | 33.24%-19.0pp | 28.85%-14.6pp | 31.27%-17.0pp |
| Employer contribution / active EE | $8,583 | $4,412+94.5% | $6,427+33.5% | $2,728+214.6% |
| Participant deferral / active EE | $5,072 | $7,307-30.6% | $9,133-44.5% | $4,651+9.0% |
| Admin fee / account holder | $302 | $256+17.9% | $13,899-97.8% | $433-30.4% |