Filed September 18, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $40,233 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $24,082 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $110,593 | $102,661+7.7% | $151,645-27.1% | $66,949+65.2% |
| Participation rate | 86.0% | 85.5%+0.5pp | 87.5%-1.5pp | 69.8%+16.2pp |
| Annual return | -12.97% | -10.81%-2.2pp | 3.34%-16.3pp | 1.57%-14.5pp |
| Employer contribution / active EE | $7,491 | $4,184+79.0% | $6,165+21.5% | $2,545+194.3% |
| Participant deferral / active EE | $3,631 | $6,645-45.4% | $8,363-56.6% | $4,239-14.4% |
| Admin fee / account holder | $236 | $630-62.5% | $11,614-98.0% | $594-60.2% |