Filed December 22, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $107,262 |
CMFG LIFE INSURANCE COMPANY5 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $35,108 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,946 | $122,239-1.1% | $184,203-34.3% | $74,495+62.4% |
| Participation rate | 98.8% | 85.5%+13.3pp | 86.8%+12.0pp | 67.2%+31.6pp |
| Annual return | 15.01% | 19.95%-4.9pp | 28.81%-13.8pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $7,353 | $4,537+62.0% | $6,427+14.4% | $2,623+180.3% |
| Participant deferral / active EE | $5,785 | $7,139-19.0% | $9,131-36.6% | $4,346+33.1% |
| Admin fee / account holder | $438 | $1,260-65.2% | $13,901-96.8% | $1,942-77.4% |