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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY5 years Service code 15 · EIN 39-0230590 | Recordkeeping | $17,252 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,466 | $102,661-68.4% | $151,645-78.6% | $66,949-51.5% |
| Participation rate | 92.3% | 85.5%+6.7pp | 87.5%+4.8pp | 69.8%+22.4pp |
| Annual return | -10.95% | -10.81%-0.1pp | 3.34%-14.3pp | 1.57%-12.5pp |
| Employer contribution / active EE | $1,958 | $4,184-53.2% | $6,165-68.2% | $2,545-23.1% |
| Participant deferral / active EE | $3,372 | $6,645-49.3% | $8,363-59.7% | $4,239-20.5% |
| Admin fee / account holder | $134 | $630-78.7% | $11,614-98.8% | $594-77.4% |