Filed December 22, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $110,698 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $26,987 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,735 | $102,661-13.6% | $151,645-41.5% | $66,949+32.5% |
| Participation rate | 99.2% | 85.5%+13.7pp | 87.5%+11.7pp | 69.8%+29.4pp |
| Annual return | -16.19% | -10.81%-5.4pp | 3.34%-19.5pp | 1.57%-17.8pp |
| Employer contribution / active EE | $6,243 | $4,184+49.2% | $6,165+1.3% | $2,545+145.2% |
| Participant deferral / active EE | $5,308 | $6,645-20.1% | $8,363-36.5% | $4,239+25.2% |
| Admin fee / account holder | $422 | $630-33.0% | $11,614-96.4% | $594-28.8% |