Filed April 11, 2017 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY2+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $24,446 |
Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,380 | $74,089-68.4% | $133,975-82.5% | $55,167-57.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 9.38% | 12.11%-2.7pp | 29.29%-19.9pp | 169.23%-159.9pp |
| Employer contribution / active EE | $1,367 | $3,064-55.4% | $5,211-73.8% | $1,963-30.3% |
| Participant deferral / active EE | $2,504 | $4,678-46.5% | $6,282-60.1% | $3,054-18.0% |
| Admin fee / account holder | $145 | $458-68.4% | $9,324-98.4% | $504-71.3% |