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 | $74,460 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $34,357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $39,356 | $95,776-58.9% | $162,185-75.7% | $77,775-49.4% |
| Participation rate | 55.6% | 88.6%-33.1pp | 87.6%-32.0pp | 73.2%-17.6pp |
| Annual return | 23.31% | 37.03%-13.7pp | 115.61%-92.3pp | 32.58%-9.3pp |
| Employer contribution / active EE | $1,333 | $3,874-65.6% | $5,613-76.2% | $2,504-46.8% |
| Participant deferral / active EE | $2,623 | $6,125-57.2% | $7,297-64.1% | $3,966-33.9% |
| Admin fee / account holder | $98 | $88+11.3% | $10,844-99.1% | $100-2.5% |