Filed June 25, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY4 years Filed as: CMFG LIFE INSURANCE Service code 11 · EIN 39-0230590 | Actuarial | $162,849 |
TRUSTEED RETIREMENT PROGRAM3 years Service code 20 · EIN 47-3860238 | Investment management fees paid direc... | $5,039 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 13.88% | 10.61%+3.3pp | 9.52%+4.4pp | 627.08%-613.2pp |
| Employer contribution / active EE | $0 | $21,392-100.0% | $41,951-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |