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 | $122,042-26.9% | $184,243-51.6% | $74,429+19.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 10.30% | 19.91%-9.6pp | 28.82%-18.5pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $4,252 | $4,538-6.3% | $6,427-33.8% | $2,625+62.0% |
| Participant deferral / active EE | $4,069 | $7,143-43.0% | $9,132-55.4% | $4,348-6.4% |
| Admin fee / account holder | $447 | $1,252-64.3% | $13,914-96.8% | $1,944-77.0% |