Filed September 24, 2025 (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 | $26,841 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $6,598 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,112 | $136,307-40.5% | $177,848-54.4% | $73,497+10.4% |
| Participation rate | 92.1% | 86.1%+6.0pp | 87.7%+4.4pp | 70.7%+21.4pp |
| Annual return | 15.13% | 18.68%-3.5pp | 48.33%-33.2pp | 28.51%-13.4pp |
| Employer contribution / active EE | $3,980 | $3,712+7.2% | $5,919-32.8% | $2,270+75.3% |
| Participant deferral / active EE | $4,689 | $5,829-19.6% | $7,714-39.2% | $3,740+25.4% |
| Admin fee / account holder | $307 | $596-48.5% | $12,431-97.5% | $513-40.2% |