Filed January 27, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $69,176 |
CMFG LIFE INSURANCE COMPANY5 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $14,922 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,211 | $122,063-26.9% | $184,256-51.6% | $74,478+19.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 10.30% | 19.92%-9.6pp | 28.85%-18.5pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $4,252 | $4,539-6.3% | $6,427-33.8% | $2,626+61.9% |
| Participant deferral / active EE | $4,069 | $7,144-43.0% | $9,133-55.4% | $4,350-6.5% |
| Admin fee / account holder | $447 | $1,253-64.3% | $13,899-96.8% | $1,946-77.0% |