Filed November 1, 2000 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $44,059 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $26,856 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $149,573 | $98,982+51.1% | $162,185-7.8% | $65,188+129.4% |
| Participation rate | 74.3% | 85.8%-11.4pp | 87.6%-13.2pp | 70.2%+4.1pp |
| Annual return | 20.71% | 24.84%-4.1pp | 115.61%-94.9pp | 29.38%-8.7pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,613-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,040 | $5,384+12.2% | $7,297-17.2% | $3,514+71.9% |
| Admin fee / account holder | $259 | $596-56.6% | $10,844-97.6% | $847-69.5% |