Filed January 5, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LEGAL & GENERAL INV MGMT AMERICA Service code 51 71 SOUTH WACKER DR · CHICAGO, IL 60606 | Investment Mgmt Fees | $61,405 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS INC Service code 27 · EIN 42-0388260 | Advisory (Plan) | $43,125 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 2.81% | 8.04%-5.2pp | 9.17%-6.4pp | 8.76%-5.9pp |
| Employer contribution / active EE | $7,676 | $10,583-27.5% | $40,523-81.1% | $16,664-53.9% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |