Filed January 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY4 years Service code 11 · EIN 39-0230590 | Actuarial | $29,544 |
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 39-1563018 | Advisory (Plan) | $26,876 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 12.25% | 18.13%-5.9pp | 14.64%-2.4pp | 16.32%-4.1pp |
| Employer contribution / active EE | $0 | $23,138-100.0% | $41,831-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |