Filed April 8, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY1+ years Service code 11 · EIN 39-0230590 | Actuarial | $83,207 |
TRUSTEE RETIREMENT PROGRAM1+ years Service code 20 · EIN 47-3860238 | Trustee (individual) | $3,328 |
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Annual investment return 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 | $0 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | -3.44% | -0.83%-2.6pp | -0.81%-2.6pp | -7.14%+3.7pp |
| Employer contribution / active EE | $41,096 | $16,035+156.3% | $38,425+7.0% | $14,613+181.2% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |