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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $1,750 |
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 | $28,083 | $66,302-57.6% | $110,241-74.5% | $56,287-50.1% |
| Participation rate | 92.8% | 74.9%+17.9pp | 79.8%+13.0pp | 69.9%+22.9pp |
| Annual return | -4.72% | -1.18%-3.5pp | 314.75%-319.5pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,436 | $2,047-29.8% | $3,827-62.5% | $2,111-32.0% |
| Participant deferral / active EE | $2,944 | $3,381-12.9% | $4,672-37.0% | $3,350-12.1% |
| Admin fee / account holder | $11 | $698-98.5% | $8,548-99.9% | $521-97.9% |