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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $1,960 |
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 | $26,647 | $65,703-59.4% | $94,228-71.7% | $59,633-55.3% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.29% | 5.22%-5.5pp | 10.68%-11.0pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $1,584 | $2,021-21.6% | $3,587-55.8% | $2,203-28.1% |
| Participant deferral / active EE | $2,389 | $3,143-24.0% | $4,320-44.7% | $3,192-25.1% |
| Admin fee / account holder | $14 | $4,264-99.7% | $6,269-99.8% | $4,297-99.7% |