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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY6 years Filed as: CUNA MUTUAL Service code 15 · EIN 23-7065623 | Recordkeeping | $22,974 |
Filed as: DOUGLAS B ARNELL Service code 26 142 E 200 S · SALT LAKE CITY, UT 84111 | Advisory (Participants) | $1,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,856 | $334,829-88.1% | $152,093-73.8% | - |
| Participation rate | 43.4% | 49.1%-5.6pp | 77.8%-34.3pp | - |
| Annual return | 10.76% | 11.73%-1.0pp | 66.36%-55.6pp | - |
| Employer contribution / active EE | $984 | $938+4.9% | $4,175-76.4% | - |
| Participant deferral / active EE | $926 | $1,779-47.9% | $5,451-83.0% | - |
| Admin fee / account holder | $293 | $73,095-99.6% | $14,497-98.0% | - |