Filed February 7, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY8+ years Service code 11 · EIN 39-0230590 | Actuarial | $92,743 |
CMFG LIFE INSURANCE COMPANY4 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $26,498 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $151,373-100.0% | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | - |
| Annual return | 16.61% | 93.58%-77.0pp | 12.68%+3.9pp | - |
| Employer contribution / active EE | $40,161 | $22,052+82.1% | $41,595-3.4% | - |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | - |
| Admin fee / account holder | $0 | $3,060-100.0% | $10,609-100.0% | - |