Filed April 20, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY2+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $50,859 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,318 | $74,089-28.0% | $133,975-60.2% | $55,167-3.4% |
| Participation rate | 96.7% | 84.3%+12.4pp | 87.1%+9.6pp | 69.0%+27.7pp |
| Annual return | 6.55% | 12.11%-5.6pp | 29.29%-22.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $2,215 | $3,064-27.7% | $5,211-57.5% | $1,963+12.8% |
| Participant deferral / active EE | $3,815 | $4,678-18.4% | $6,282-39.3% | $3,054+24.9% |
| Admin fee / account holder | $348 | $458-24.1% | $9,324-96.3% | $504-30.9% |