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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $50,364 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $22,665 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,560 | $111,608-35.0% | $177,839-59.2% | $73,415-1.2% |
| Participation rate | 98.9% | 87.9%+11.0pp | 87.7%+11.1pp | 72.2%+26.7pp |
| Annual return | 11.41% | 18.23%-6.8pp | 48.33%-36.9pp | 59.30%-47.9pp |
| Employer contribution / active EE | $2,135 | $3,796-43.8% | $5,919-63.9% | $2,234-4.4% |
| Participant deferral / active EE | $4,854 | $6,199-21.7% | $7,714-37.1% | $3,806+27.5% |
| Admin fee / account holder | $167 | $166+0.7% | $12,432-98.7% | $158+5.6% |