Filed April 11, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $48,225 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,557 | $121,341-73.2% | $189,545-82.8% | $79,389-59.0% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.8%+11.7pp | 70.7%+28.8pp |
| Annual return | 15.91% | 21.08%-5.2pp | 555.36%-539.4pp | 116.89%-101.0pp |
| Employer contribution / active EE | $1,603 | $3,915-59.1% | $6,162-74.0% | $2,428-34.0% |
| Participant deferral / active EE | $3,322 | $6,395-48.1% | $8,220-59.6% | $4,046-17.9% |
| Admin fee / account holder | $186 | $651-71.5% | $12,049-98.5% | $626-70.4% |