Filed April 11, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $38,480 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,684 | $121,341-68.9% | $189,537-80.1% | $79,391-52.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 11.60% | 21.08%-9.5pp | 555.34%-543.7pp | 116.88%-105.3pp |
| Employer contribution / active EE | $4,761 | $3,915+21.6% | $6,161-22.7% | $2,428+96.1% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $196 | $651-70.0% | $12,048-98.4% | $627-68.8% |