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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY3 years Service code 15 · EIN 39-0230590 | Recordkeeping | $11,533 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,646 | $136,307-66.5% | $177,848-74.3% | $73,497-37.9% |
| Participation rate | 87.6% | 86.1%+1.5pp | 87.7%-0.1pp | 70.7%+16.9pp |
| Annual return | 19.46% | 18.68%+0.8pp | 48.33%-28.9pp | 28.51%-9.1pp |
| Employer contribution / active EE | $1,739 | $3,712-53.2% | $5,919-70.6% | $2,270-23.4% |
| Participant deferral / active EE | $2,679 | $5,829-54.0% | $7,714-65.3% | $3,740-28.4% |
| Admin fee / account holder | $113 | $596-81.0% | $12,431-99.1% | $513-77.9% |