Filed January 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $15,250 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 26 200 VESEY STREET · NEW YORK, NY 10281 | Advisory (Participants) | $10,303 |
Annual investment return 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).
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 | $25,667 | $98,982-74.1% | $162,185-84.2% | $65,186-60.6% |
| Participation rate | 99.2% | 85.8%+13.4pp | 87.6%+11.7pp | 70.2%+29.0pp |
| Annual return | 17.82% | 24.84%-7.0pp | 115.61%-97.8pp | 29.39%-11.6pp |
| Employer contribution / active EE | $1,416 | $3,467-59.2% | $5,613-74.8% | $2,177-35.0% |
| Participant deferral / active EE | $4,046 | $5,384-24.9% | $7,297-44.6% | $3,514+15.1% |
| Admin fee / account holder | $167 | $596-72.0% | $10,844-98.5% | $847-80.3% |