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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY3 years Service code 15 · EIN 39-0230590 | Recordkeeping | $32,405 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $9,650 |
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 | $93,369 | $130,294-28.3% | $170,057-45.1% | $71,529+30.5% |
| Participation rate | 99.0% | 86.2%+12.8pp | 87.0%+12.0pp | 67.9%+31.1pp |
| Annual return | 12.18% | 20.36%-8.2pp | 53.42%-41.2pp | 28.97%-16.8pp |
| Employer contribution / active EE | $6,518 | $4,385+48.7% | $6,790-4.0% | $2,590+151.7% |
| Participant deferral / active EE | $3,892 | $6,928-43.8% | $10,411-62.6% | $4,291-9.3% |
| Admin fee / account holder | $309 | $966-68.0% | $12,826-97.6% | $1,588-80.5% |