Filed April 27, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY5 years Service code 15 · EIN 39-0230590 | Recordkeeping | $84,180 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $14,957 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,091 | $129,021-57.3% | $184,203-70.1% | $77,643-29.0% |
| Participation rate | 99.2% | 87.3%+11.9pp | 86.8%+12.4pp | 70.6%+28.7pp |
| Annual return | 13.55% | 33.27%-19.7pp | 28.81%-15.3pp | 31.24%-17.7pp |
| Employer contribution / active EE | $5,250 | $4,413+19.0% | $6,427-18.3% | $2,726+92.6% |
| Participant deferral / active EE | $3,743 | $7,297-48.7% | $9,131-59.0% | $4,647-19.5% |
| Admin fee / account holder | $302 | $254+19.1% | $13,901-97.8% | $430-29.8% |