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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY4 years Service code 15 · EIN 39-0230590 | Recordkeeping | $37,537 |
CMFG LIFE INSURANCE COMPANY4 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $11,129 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,923 | $122,063-12.4% | $184,256-42.0% | $74,478+43.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 11.04% | 19.92%-8.9pp | 28.85%-17.8pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $7,061 | $4,539+55.6% | $6,427+9.9% | $2,626+168.9% |
| Participant deferral / active EE | $3,943 | $7,144-44.8% | $9,133-56.8% | $4,350-9.4% |
| Admin fee / account holder | $366 | $1,253-70.8% | $13,899-97.4% | $1,946-81.2% |