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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $102,560 |
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 | $76,629 | $89,739-14.6% | $149,721-48.8% | $62,293+23.0% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.84% | 21.01%-6.2pp | 1501.67%-1486.8pp | 28.90%-14.1pp |
| Employer contribution / active EE | $27,789 | $3,233+759.5% | $5,444+410.4% | $2,042+1260.7% |
| Participant deferral / active EE | $7,603 | $4,797+58.5% | $6,568+15.8% | $3,169+139.9% |
| Admin fee / account holder | $222 | $551-59.6% | $11,282-98.0% | $479-53.6% |