Filed January 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4 years Service code 27 · EIN 39-1563018 | Advisory (Plan) | $24,738 |
CMFG LIFE INSURANCE COMPANY5 years Service code 11 · EIN 39-0230590 | Actuarial | $21,231 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 11.68% | 10.61%+1.1pp | 9.52%+2.2pp | 627.08%-615.4pp |
| Employer contribution / active EE | $0 | $21,392-100.0% | $41,951-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |