Filed September 9, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY2+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $37,055 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,008 | $74,089-52.7% | $133,980-73.9% | $55,167-36.5% |
| Participation rate | 82.5% | 84.3%-1.8pp | 87.1%-4.6pp | 69.0%+13.5pp |
| Annual return | 7.07% | 12.11%-5.0pp | 29.30%-22.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $2,019 | $3,064-34.1% | $5,211-61.3% | $1,963+2.9% |
| Participant deferral / active EE | $2,470 | $4,678-47.2% | $6,282-60.7% | $3,054-19.1% |
| Admin fee / account holder | $238 | $458-48.2% | $9,324-97.5% | $504-52.9% |