Filed March 14, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $42,803 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $14,265 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 1200 HARBOR BLVD · WEEHAWKEN, NJ 070866728 | Advisory (Plan) | $5,113 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,979 | $86,897-47.1% | $151,639-69.7% | $64,819-29.1% |
| Participation rate | 94.4% | 87.3%+7.2pp | 87.5%+7.0pp | 71.5%+23.0pp |
| Annual return | -14.21% | -3.57%-10.6pp | 3.34%-17.5pp | 32.84%-47.0pp |
| Employer contribution / active EE | $2,176 | $4,010-45.7% | $6,165-64.7% | $2,507-13.2% |
| Participant deferral / active EE | $3,284 | $6,690-50.9% | $8,363-60.7% | $4,311-23.8% |
| Admin fee / account holder | $155 | $153+1.6% | $11,613-98.7% | $188-17.2% |