Filed February 3, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS INC Service code 27 · EIN 42-0388260 | Advisory (Plan) | $69,475 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.2%-17.2pp | 0.0%0pp |
| Annual return | 11.39% | 8.98%+2.4pp | 44.37%-33.0pp | 10.77%+0.6pp |
| Employer contribution / active EE | $0 | $14,728-100.0% | $36,004-100.0% | $15,292-100.0% |
| Participant deferral / active EE | $0 | $970-100.0% | $159-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |