Filed January 19, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY7 years Service code 11 · EIN 39-0230590 | Actuarial | $31,290 |
CMFG LIFE INSURANCE COMPANY6 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $6,620 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $362,190-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.3%-20.3pp | 9.3%-9.3pp |
| Annual return | 8.10% | 9.34%-1.2pp | 64.23%-56.1pp | 9.76%-1.7pp |
| Employer contribution / active EE | $0 | $8,010-100.0% | $31,311-100.0% | $12,965-100.0% |
| Participant deferral / active EE | $0 | $51-100.0% | $251-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $354,836-100.0% | $4,785-100.0% |