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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY4 years Service code 15 · EIN 39-0230590 | Recordkeeping | $18,223 |
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 | $49,896 | $121,341-58.9% | $189,545-73.7% | $79,389-37.1% |
| Participation rate | 89.0% | 86.1%+2.9pp | 87.8%+1.2pp | 70.7%+18.3pp |
| Annual return | 13.93% | 21.08%-7.2pp | 555.36%-541.4pp | 116.89%-103.0pp |
| Employer contribution / active EE | $1,792 | $3,915-54.2% | $6,162-70.9% | $2,428-26.2% |
| Participant deferral / active EE | $2,981 | $6,395-53.4% | $8,220-63.7% | $4,046-26.3% |
| Admin fee / account holder | $160 | $651-75.4% | $12,049-98.7% | $626-74.4% |