Filed February 3, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $47,293 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $11,005 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,742 | $88,515-55.1% | $162,185-75.5% | $67,582-41.2% |
| Participation rate | 96.3% | 86.8%+9.5pp | 87.6%+8.7pp | 71.3%+25.0pp |
| Annual return | 26.25% | 27.04%-0.8pp | 115.61%-89.4pp | 378.57%-352.3pp |
| Employer contribution / active EE | $2,228 | $3,563-37.5% | $5,613-60.3% | $2,148+3.7% |
| Participant deferral / active EE | $3,412 | $5,724-40.4% | $7,297-53.2% | $3,539-3.6% |
| Admin fee / account holder | $175 | $124+41.6% | $10,844-98.4% | $142+23.0% |