Filed July 13, 2010 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY2 years Service code 15 · EIN 39-0230590 | Recordkeeping | $42,401 |
Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 · EIN 95-3845382 | Advisory (Plan) | $11,732 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $10,030 |
Service code 15 · EIN 41-0955056 | Recordkeeping | $750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,436 | $123,793-35.0% | $177,848-54.8% | $79,856+0.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.82% | 22.82%-11.0pp | 48.33%-36.5pp | 31.71%-19.9pp |
| Employer contribution / active EE | $6,845 | $4,095+67.2% | $5,919+15.7% | $2,471+177.0% |
| Participant deferral / active EE | $3,269 | $5,956-45.1% | $7,714-57.6% | $3,741-12.6% |
| Admin fee / account holder | $599 | $7,243-91.7% | $12,431-95.2% | $5,306-88.7% |