Filed June 17, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $31,875 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,248 | $137,414-69.3% | $189,545-77.7% | $85,851-50.8% |
| Participation rate | 97.8% | 84.6%+13.2pp | 87.8%+10.0pp | 69.3%+28.5pp |
| Annual return | 11.75% | 38.14%-26.4pp | 555.36%-543.6pp | 318.63%-306.9pp |
| Employer contribution / active EE | $960 | $4,344-77.9% | $6,162-84.4% | $2,565-62.6% |
| Participant deferral / active EE | $2,591 | $6,260-58.6% | $8,220-68.5% | $3,952-34.4% |
| Admin fee / account holder | $301 | $8,630-96.5% | $12,049-97.5% | $6,261-95.2% |