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 COMPANY5+ years Service code 11 · EIN 39-0230590 | Actuarial | $137,831 |
TRUSTEED RETIREMENT PROGRAM4 years Service code 20 · EIN 47-3860238 | Investment management fees paid direc... | $7,174 |
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 | 19.48% | 33.70%-14.2pp | 14.64%+4.8pp | 53.27%-33.8pp |
| Employer contribution / active EE | $10,909 | $14,473-24.6% | $41,831-73.9% | $14,774-26.2% |
| 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% |