Filed February 3, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $37,864 |
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 | $24,751 | $70,667-65.0% | $123,105-79.9% | $52,331-52.7% |
| Participation rate | 95.8% | 83.7%+12.1pp | 86.8%+9.0pp | 68.1%+27.7pp |
| Annual return | -0.09% | 6.23%-6.3pp | 13.22%-13.3pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,766 | $2,946-40.0% | $5,151-65.7% | $1,882-6.1% |
| Participant deferral / active EE | $2,433 | $4,493-45.9% | $6,229-60.9% | $3,022-19.5% |
| Admin fee / account holder | $143 | $506-71.7% | $9,014-98.4% | $592-75.8% |