Filed February 3, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $55,517 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $12,873 |
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 | $36,042 | $111,608-67.7% | $177,848-79.7% | $73,412-50.9% |
| Participation rate | 97.2% | 87.9%+9.4pp | 87.7%+9.5pp | 72.2%+25.0pp |
| Annual return | 15.67% | 18.23%-2.6pp | 48.33%-32.7pp | 59.30%-43.6pp |
| Employer contribution / active EE | $2,073 | $3,796-45.4% | $5,919-65.0% | $2,234-7.2% |
| Participant deferral / active EE | $3,325 | $6,199-46.4% | $7,714-56.9% | $3,806-12.6% |
| Admin fee / account holder | $154 | $166-7.2% | $12,431-98.8% | $158-2.7% |