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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $81,785 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $47,842 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,478 | $111,491-67.3% | $189,537-80.8% | $86,821-58.0% |
| Participation rate | 94.8% | 87.3%+7.5pp | 87.8%+7.0pp | 72.3%+22.5pp |
| Annual return | 14.25% | 83.50%-69.3pp | 555.34%-541.1pp | 97.94%-83.7pp |
| Employer contribution / active EE | $2,048 | $3,951-48.2% | $6,161-66.8% | $2,406-14.9% |
| Participant deferral / active EE | $4,485 | $6,437-30.3% | $8,220-45.4% | $4,132+8.6% |
| Admin fee / account holder | $148 | $189-21.4% | $12,048-98.8% | $170-12.6% |