Filed April 24, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY5+ years Service code 11 · EIN 39-0230590 | Actuarial | $175,079 |
TRUSTEED RETIREMENT PROGRAM5+ years Service code 20 · EIN 47-3860238 | Investment advisory (plan); Investmen... | $5,338 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 19.79% | 33.70%-13.9pp | 14.64%+5.1pp | 53.27%-33.5pp |
| Employer contribution / active EE | $19,936 | $14,473+37.7% | $41,831-52.3% | $14,774+34.9% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |