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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $152,332 |
Filed as: BOARD OF TRUSTEES OF RETIREMENT Service code 24 · EIN 47-3860238 | Discretionary Trustee | $6,668 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,727 | $86,897+15.9% | $151,645-33.6% | $64,824+55.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -15.73% | -3.57%-12.2pp | 3.34%-19.1pp | 32.84%-48.6pp |
| Employer contribution / active EE | $7,349 | $4,010+83.3% | $6,165+19.2% | $2,507+193.1% |
| Participant deferral / active EE | $4,415 | $6,690-34.0% | $8,363-47.2% | $4,311+2.4% |
| Admin fee / account holder | $292 | $153+90.7% | $11,614-97.5% | $188+55.3% |