Filed September 18, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $66,393 |
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 | $133,812 | $79,523+68.3% | $140,019-4.4% | $56,289+137.7% |
| Participation rate | 98.7% | 85.7%+13.0pp | 87.5%+11.2pp | 69.9%+28.9pp |
| Annual return | -3.20% | 2.39%-5.6pp | 651.17%-654.4pp | -9.96%+6.8pp |
| Employer contribution / active EE | $7,973 | $3,350+138.0% | $5,605+42.2% | $2,111+277.6% |
| Participant deferral / active EE | $3,745 | $5,129-27.0% | $6,927-45.9% | $3,350+11.8% |
| Admin fee / account holder | $329 | $614-46.5% | $10,705-96.9% | $521-36.9% |