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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $14,628 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,563 | $79,523-56.5% | $140,019-75.3% | $56,289-38.6% |
| Participation rate | 93.9% | 85.7%+8.2pp | 87.5%+6.4pp | 69.9%+24.1pp |
| Annual return | 43.26% | 2.39%+40.9pp | 651.17%-607.9pp | -9.96%+53.2pp |
| Employer contribution / active EE | $1,152 | $3,350-65.6% | $5,605-79.4% | $2,111-45.4% |
| Participant deferral / active EE | $2,193 | $5,129-57.2% | $6,927-68.3% | $3,350-34.5% |
| Admin fee / account holder | $118 | $614-80.8% | $10,705-98.9% | $521-77.4% |