Filed April 11, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $29,832 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,373 | $122,042-71.8% | $184,243-81.3% | $74,429-53.8% |
| Participation rate | 88.1% | 85.5%+2.6pp | 86.8%+1.3pp | 67.2%+20.9pp |
| Annual return | 13.39% | 19.91%-6.5pp | 28.82%-15.4pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $5,422 | $4,538+19.5% | $6,427-15.6% | $2,625+106.5% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $124 | $1,252-90.1% | $13,914-99.1% | $1,944-93.6% |