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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $67,371 |
Service code 24 · EIN 47-3860238 | Discretionary Trustee | $6,336 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,908 | $125,797+30.3% | $170,057-3.6% | $75,177+118.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.17% | 27.20%-10.0pp | 53.42%-36.2pp | 160.75%-143.6pp |
| Employer contribution / active EE | $16,925 | $4,616+266.6% | $6,790+149.2% | $2,671+533.6% |
| Participant deferral / active EE | $8,241 | $6,838+20.5% | $10,411-20.8% | $4,126+99.7% |
| Admin fee / account holder | $280 | $8,177-96.6% | $12,826-97.8% | $5,651-95.0% |