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 COMPANY8+ years Service code 11 · EIN 39-0230590 | Actuarial | $191,894 |
TRUSTEED RETIREMENT PROGRAM7 years Service code 20 · EIN 47-3860238 | Investment advisory (plan); Investmen... | $12,549 |
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 | -15.52% | 38.53%-54.0pp | -3.21%-12.3pp | 2.78%-18.3pp |
| Employer contribution / active EE | $8,609 | $14,659-41.3% | $46,051-81.3% | $15,276-43.6% |
| 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% |