Filed April 24, 2017 (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 | $195,825 |
TRUSTEED RETIREMENT PROGRAM8+ years Service code 20 · EIN 47-3860238 | Investment management fees paid direc... | $9,021 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -15.48% | 38.53%-54.0pp | -3.21%-12.3pp | 2.77%-18.2pp |
| Employer contribution / active EE | $10,477 | $14,659-28.5% | $46,051-77.2% | $15,262-31.4% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |