Filed January 26, 2026 (most recent of 12 filings on file)
Total covered: 36 employees
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY2+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $21,369 |
Employer contribution per participant 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 | $16,333 | $71,802-77.3% | $133,975-87.8% | $57,658-71.7% |
| Participation rate | 86.9% | 85.5%+1.5pp | 87.1%-0.1pp | 70.2%+16.7pp |
| Annual return | 12.79% | 13.51%-0.7pp | 29.29%-16.5pp | 5.13%+7.7pp |
| Employer contribution / active EE | $530 | $3,161-83.2% | $5,211-89.8% | $1,974-73.1% |
| Participant deferral / active EE | $2,768 | $4,606-39.9% | $6,282-55.9% | $3,061-9.5% |
| Admin fee / account holder | $48 | $88-45.3% | $9,324-99.5% | $95-49.3% |