Filed April 11, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $30,075 |
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 | $27,792 | $89,739-69.0% | $149,721-81.4% | $62,293-55.4% |
| Participation rate | 97.4% | 85.1%+12.2pp | 87.1%+10.3pp | 69.5%+27.8pp |
| Annual return | 15.72% | 21.01%-5.3pp | 1501.67%-1486.0pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,457 | $3,233-54.9% | $5,444-73.2% | $2,042-28.7% |
| Participant deferral / active EE | $2,466 | $4,797-48.6% | $6,568-62.5% | $3,169-22.2% |
| Admin fee / account holder | $173 | $551-68.6% | $11,282-98.5% | $479-63.9% |