Filed March 14, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $51,486 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 1200 HARBOR BLVD FL 10 · WEEHAWKEN, NJ 070866728 | Advisory (Plan) | $39,446 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,921 | $129,021-62.1% | $184,203-73.4% | $77,643-37.0% |
| Participation rate | 96.3% | 87.3%+9.0pp | 86.8%+9.5pp | 70.6%+25.8pp |
| Annual return | 15.45% | 33.27%-17.8pp | 28.81%-13.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $2,917 | $4,413-33.9% | $6,427-54.6% | $2,726+7.0% |
| Participant deferral / active EE | $3,974 | $7,297-45.5% | $9,131-56.5% | $4,647-14.5% |
| Admin fee / account holder | $183 | $254-27.9% | $13,901-98.7% | $430-57.5% |