Filed September 24, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY3 years Service code 15 · EIN 39-0230590 | Recordkeeping | $39,074 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $9,173 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,362 | $121,341-30.5% | $189,545-55.5% | $79,389+6.3% |
| Participation rate | 94.6% | 86.1%+8.5pp | 87.8%+6.8pp | 70.7%+23.9pp |
| Annual return | 14.09% | 21.08%-7.0pp | 555.36%-541.3pp | 116.89%-102.8pp |
| Employer contribution / active EE | $3,676 | $3,915-6.1% | $6,162-40.4% | $2,428+51.4% |
| Participant deferral / active EE | $4,203 | $6,395-34.3% | $8,220-48.9% | $4,046+3.9% |
| Admin fee / account holder | $405 | $651-37.8% | $12,049-96.6% | $626-35.3% |