Filed August 14, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CUNA MUTUAL RETIREMENT SOLUTIONS Service code 15 · EIN 39-0230590 | Recordkeeping | $8,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,925 | $52,293-40.9% | $178,499-82.7% | $73,412-57.9% |
| Participation rate | 48.7% | 65.3%-16.6pp | 81.9%-33.2pp | 72.2%-23.5pp |
| Annual return | 2.89% | 34.75%-31.9pp | 151.10%-148.2pp | 59.30%-56.4pp |
| Employer contribution / active EE | $461 | $1,735-73.4% | $5,011-90.8% | $2,234-79.4% |
| Participant deferral / active EE | $1,549 | $2,332-33.6% | $5,202-70.2% | $3,806-59.3% |
| Admin fee / account holder | $75 | $127-41.0% | $13,986-99.5% | $158-52.4% |