Filed November 14, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $35,603 |
CMFG LIFE INSURANCE COMPANY5 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $14,227 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,200 | $100,272-61.9% | $170,057-77.5% | $74,473-48.7% |
| Participation rate | 97.2% | 87.4%+9.8pp | 87.0%+10.2pp | 70.7%+26.4pp |
| Annual return | 19.41% | 66.12%-46.7pp | 53.42%-34.0pp | 34.36%-14.9pp |
| Employer contribution / active EE | $1,794 | $4,266-57.9% | $6,790-73.6% | $2,638-32.0% |
| Participant deferral / active EE | $4,120 | $7,147-42.4% | $10,411-60.4% | $4,530-9.1% |
| Admin fee / account holder | $109 | $235-53.3% | $12,826-99.1% | $347-68.5% |