Filed March 14, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $42,371 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 1200 HARBOR BLVD FL 10 · WEEHAWKEN, NJ 070866728 | Advisory (Plan) | $34,156 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,940 | $100,272-62.2% | $170,043-77.7% | $74,460-49.0% |
| Participation rate | 97.4% | 87.4%+10.1pp | 87.0%+10.4pp | 70.7%+26.7pp |
| Annual return | 16.46% | 66.12%-49.7pp | 53.40%-36.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $2,510 | $4,266-41.2% | $6,790-63.0% | $2,638-4.9% |
| Participant deferral / active EE | $3,611 | $7,147-49.5% | $10,410-65.3% | $4,530-20.3% |
| Admin fee / account holder | $138 | $235-41.3% | $12,824-98.9% | $348-60.4% |