Filed February 7, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $21,628 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $5,458 |
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,290 | $121,341-82.5% | $189,520-88.8% | $79,393-73.2% |
| Participation rate | 96.7% | 86.1%+10.6pp | 87.8%+8.9pp | 70.7%+26.0pp |
| Annual return | 16.47% | 21.08%-4.6pp | 555.25%-538.8pp | 116.87%-100.4pp |
| Employer contribution / active EE | $1,370 | $3,915-65.0% | $6,161-77.8% | $2,428-43.6% |
| Participant deferral / active EE | $4,029 | $6,395-37.0% | $8,220-51.0% | $4,046-0.4% |
| Admin fee / account holder | $95 | $651-85.4% | $12,046-99.2% | $627-84.8% |