Filed April 11, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $35,670 |
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 | $25,449 | $79,523-68.0% | $140,019-81.8% | $56,289-54.8% |
| Participation rate | 98.1% | 85.7%+12.4pp | 87.5%+10.6pp | 69.9%+28.2pp |
| Annual return | -5.63% | 2.39%-8.0pp | 651.17%-656.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,490 | $3,350-55.5% | $5,605-73.4% | $2,111-29.4% |
| Participant deferral / active EE | $2,762 | $5,129-46.1% | $6,927-60.1% | $3,350-17.5% |
| Admin fee / account holder | $189 | $614-69.3% | $10,705-98.2% | $521-63.8% |