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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY2+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $2,225 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,875 | $63,924-62.7% | $108,582-78.0% | $55,167-56.7% |
| Participation rate | 89.2% | 74.3%+14.9pp | 79.6%+9.6pp | 69.0%+20.2pp |
| Annual return | 4.94% | 15.31%-10.4pp | -51.70%+56.6pp | 169.23%-164.3pp |
| Employer contribution / active EE | $1,331 | $1,879-29.2% | $3,758-64.6% | $1,963-32.2% |
| Participant deferral / active EE | $2,737 | $3,067-10.8% | $4,311-36.5% | $3,054-10.4% |
| Admin fee / account holder | $15 | $618-97.6% | $7,645-99.8% | $504-97.1% |