Filed December 22, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $73,659 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $18,126 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,422 | $98,982-18.8% | $162,185-50.4% | $65,186+23.4% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 21.06% | 24.84%-3.8pp | 115.61%-94.5pp | 29.39%-8.3pp |
| Employer contribution / active EE | $5,446 | $3,467+57.1% | $5,613-3.0% | $2,177+150.2% |
| Participant deferral / active EE | $4,076 | $5,384-24.3% | $7,297-44.1% | $3,514+16.0% |
| Admin fee / account holder | $324 | $596-45.6% | $10,844-97.0% | $847-61.7% |