Filed December 21, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $6,290 |
CMFG LIFE INSURANCE COMPANY3 years Service code 15 · EIN 39-0230590 | Recordkeeping | $2,375 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $46,567 | $98,982-53.0% | $162,185-71.3% | $65,186-28.6% |
| Participation rate | 88.2% | 85.8%+2.5pp | 87.6%+0.7pp | 70.2%+18.0pp |
| Annual return | 18.16% | 24.84%-6.7pp | 115.61%-97.4pp | 29.39%-11.2pp |
| Employer contribution / active EE | $2,211 | $3,467-36.2% | $5,613-60.6% | $2,177+1.6% |
| Participant deferral / active EE | $2,948 | $5,384-45.2% | $7,297-59.6% | $3,514-16.1% |
| Admin fee / account holder | $54 | $596-91.0% | $10,844-99.5% | $847-93.6% |