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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $182,921 |
Filed as: BOARD OF TRUSTEES OF RETIREMENT Service code 24 · EIN 47-3860238 | Discretionary Trustee | $9,907 |
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 | $119,829 | $100,272+19.5% | $170,057-29.5% | $74,473+60.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 18.22% | 66.12%-47.9pp | 53.42%-35.2pp | 34.36%-16.1pp |
| Employer contribution / active EE | $7,971 | $4,266+86.9% | $6,790+17.4% | $2,638+202.1% |
| Participant deferral / active EE | $4,792 | $7,147-32.9% | $10,411-54.0% | $4,530+5.8% |
| Admin fee / account holder | $379 | $235+61.6% | $12,826-97.0% | $347+9.2% |