Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $82,343 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,684 | $137,414+16.2% | $189,537-15.8% | $85,847+86.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 34.36% | 38.14%-3.8pp | 555.34%-521.0pp | 318.61%-284.2pp |
| Employer contribution / active EE | $14,585 | $4,344+235.7% | $6,161+136.7% | $2,565+468.6% |
| Participant deferral / active EE | $6,105 | $6,260-2.5% | $8,220-25.7% | $3,952+54.5% |
| Admin fee / account holder | $288 | $8,630-96.7% | $12,048-97.6% | $6,261-95.4% |