Filed April 11, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $28,979 |
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 | $35,971 | $102,661-65.0% | $151,639-76.3% | $66,938-46.3% |
| Participation rate | 76.2% | 85.5%-9.4pp | 87.5%-11.3pp | 69.8%+6.3pp |
| Annual return | -15.00% | -10.81%-4.2pp | 3.34%-18.3pp | 1.58%-16.6pp |
| Employer contribution / active EE | $4,524 | $4,184+8.1% | $6,165-26.6% | $2,545+77.8% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,238-100.0% |
| Admin fee / account holder | $154 | $630-75.6% | $11,613-98.7% | $594-74.1% |