Filed November 18, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY4+ years Service code 60 | Sub-TA Fees | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,861 | $270,840-92.3% | $140,016-85.1% | - |
| Participation rate | 74.7% | 81.0%-6.2pp | 87.5%-12.7pp | - |
| Annual return | 1.82% | 3.44%-1.6pp | 651.12%-649.3pp | - |
| Employer contribution / active EE | $0 | $2,598-100.0% | $5,606-100.0% | - |
| Participant deferral / active EE | $1,564 | $3,773-58.5% | $6,927-77.4% | - |
| Admin fee / account holder | $12 | $13,391-99.9% | $10,705-99.9% | - |