Filed December 18, 2014 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY4+ years Service code 11 · EIN 39-0230590 | Actuarial | $130,080 |
TRUSTEED RETIREMENT PROGRAM3 years Service code 20 · EIN 47-3860238 | Trustee (individual) | $5,122 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $360,335-100.0% | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | - |
| Annual return | -5.69% | 25.06%-30.7pp | -2.18%-3.5pp | - |
| Employer contribution / active EE | $10,040 | $22,783-55.9% | $38,751-74.1% | - |
| Participant deferral / active EE | $0 | $0 | $151-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $4,180-100.0% | - |