Filed September 24, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY6 years Service code 15 · EIN 39-0230590 | Recordkeeping | $42,087 |
CMFG LIFE INSURANCE COMPANY4 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $10,197 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,494 | $122,239-31.7% | $184,203-54.7% | $74,495+12.1% |
| Participation rate | 96.9% | 85.5%+11.4pp | 86.8%+10.1pp | 67.2%+29.7pp |
| Annual return | 16.98% | 19.95%-3.0pp | 28.81%-11.8pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $4,694 | $4,537+3.5% | $6,427-27.0% | $2,623+79.0% |
| Participant deferral / active EE | $5,002 | $7,139-29.9% | $9,131-45.2% | $4,346+15.1% |
| Admin fee / account holder | $366 | $1,260-71.0% | $13,901-97.4% | $1,942-81.2% |