Filed April 24, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY1+ years Service code 11 · EIN 39-0230590 | Actuarial | $101,666 |
TRUSTEED RETIREMENT PROGRAM1+ years Service code 20 · EIN 47-3860238 | Trustee (individual) | $5,810 |
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Annual investment return 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 | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -3.29% | 0.06%-3.4pp | -0.81%-2.5pp | -0.60%-2.7pp |
| Employer contribution / active EE | $7,398 | $14,206-47.9% | $38,425-80.7% | $12,272-39.7% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |