Filed July 10, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $31,219 |
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $14,681 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,037 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 13 · EIN 25-1802421 | Contract Administrator | $7,471 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,955 | $68,413-41.6% | $123,104-67.5% | $55,191-27.6% |
| Participation rate | 94.4% | 84.5%+9.8pp | 86.8%+7.6pp | 69.2%+25.2pp |
| Annual return | 2.27% | 6.30%-4.0pp | 13.22%-10.9pp | 10.78%-8.5pp |
| Employer contribution / active EE | $2,788 | $3,050-8.6% | $5,151-45.9% | $1,899+46.8% |
| Participant deferral / active EE | $2,366 | $4,490-47.3% | $6,230-62.0% | $3,046-22.3% |
| Admin fee / account holder | $96 | $88+9.8% | $9,015-98.9% | $91+6.2% |