Filed January 21, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY6+ years Service code 11 · EIN 39-0230590 | Actuarial | $54,269 |
TRUSTEED RETIREMENT PROGRAM6+ years Service code 20 · EIN 47-3860238 | Investment advisory (plan); Investmen... | $1,047 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,185,213-100.0% | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | - |
| Annual return | 15.28% | 42.38%-27.1pp | 9.52%+5.8pp | - |
| Employer contribution / active EE | $10,101 | $19,943-49.4% | $41,951-75.9% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $18-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $1,512-100.0% | - |