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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $65,050 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $72,220 | $94,529-23.6% | $140,019-48.4% | $64,173+12.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -2.93% | 7.77%-10.7pp | 651.17%-654.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $12,098 | $3,812+217.3% | $5,605+115.8% | $2,381+408.1% |
| Participant deferral / active EE | $3,190 | $5,250-39.2% | $6,927-53.9% | $3,470-8.1% |
| Admin fee / account holder | $142 | $6,741-97.9% | $10,705-98.7% | $4,887-97.1% |