Filed June 25, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY3 years Filed as: CMFG LIFE INSURANCE Service code 11 · EIN 39-0230590 | Actuarial | $130,302 |
TRUSTEED RETIREMENT PROGRAM2 years Service code 20 · EIN 47-3860238 | Investment advisory (plan); Investmen... | $3,906 |
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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 | $0 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 26.12% | 18.13%+8.0pp | 14.64%+11.5pp | 16.32%+9.8pp |
| Employer contribution / active EE | $104,712 | $23,138+352.6% | $41,831+150.3% | $17,007+515.7% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |