Filed April 20, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $68,516 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,057 | $79,523-29.5% | $140,016-60.0% | $56,287-0.4% |
| Participation rate | 94.7% | 85.7%+9.0pp | 87.5%+7.2pp | 69.9%+24.9pp |
| Annual return | -5.46% | 2.39%-7.8pp | 651.12%-656.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,498 | $3,350-25.4% | $5,606-55.4% | $2,111+18.3% |
| Participant deferral / active EE | $4,324 | $5,129-15.7% | $6,927-37.6% | $3,350+29.1% |
| Admin fee / account holder | $405 | $614-34.2% | $10,705-96.2% | $521-22.4% |