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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $59,755 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,662 | $123,793-23.5% | $177,848-46.8% | $79,856+18.5% |
| Participation rate | 77.2% | 84.7%-7.5pp | 87.7%-10.5pp | 69.6%+7.5pp |
| Annual return | 12.91% | 22.82%-9.9pp | 48.33%-35.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $8,459 | $4,095+106.6% | $5,919+42.9% | $2,471+242.3% |
| Participant deferral / active EE | $2,697 | $5,956-54.7% | $7,714-65.0% | $3,741-27.9% |
| Admin fee / account holder | $159 | $7,243-97.8% | $12,431-98.7% | $5,306-97.0% |