Filed March 14, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $41,383 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FINANCIAL SERVICES LLC Service code 27 717 17TH ST STE 1300 · DENVER, CO 802023304 | Advisory (Plan) | $15,719 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,378 | $88,515-2.4% | $162,163-46.7% | $67,579+27.8% |
| Participation rate | 70.5% | 86.8%-16.3pp | 87.6%-17.0pp | 71.3%-0.7pp |
| Annual return | 16.48% | 27.04%-10.6pp | 115.59%-99.1pp | 378.56%-362.1pp |
| Employer contribution / active EE | $2,300 | $3,563-35.5% | $5,614-59.0% | $2,148+7.1% |
| Participant deferral / active EE | $3,712 | $5,724-35.1% | $7,298-49.1% | $3,539+4.9% |
| Admin fee / account holder | $258 | $124+108.9% | $10,843-97.6% | $142+81.6% |