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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $66,240 |
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 | $140,630 | $110,083+27.7% | $151,645-7.3% | $68,490+105.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.85% | -10.12%-4.7pp | 3.34%-18.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $13,058 | $4,470+192.1% | $6,165+111.8% | $2,597+402.9% |
| Participant deferral / active EE | $6,390 | $6,526-2.1% | $8,363-23.6% | $4,028+58.6% |
| Admin fee / account holder | $254 | $7,718-96.7% | $11,614-97.8% | $5,403-95.3% |