Filed April 11, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $30,210 |
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 | $33,780 | $130,294-74.1% | $170,043-80.1% | $71,511-52.8% |
| Participation rate | 78.3% | 86.2%-7.9pp | 87.0%-8.7pp | 67.9%+10.4pp |
| Annual return | 15.68% | 20.36%-4.7pp | 53.40%-37.7pp | 28.86%-13.2pp |
| Employer contribution / active EE | $4,772 | $4,385+8.8% | $6,790-29.7% | $2,589+84.3% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,410-100.0% | $4,291-100.0% |
| Admin fee / account holder | $141 | $966-85.4% | $12,824-98.9% | $1,588-91.1% |