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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $77,777 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $39,935 |
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.
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 | $46,292 | $110,699-58.2% | $177,839-74.0% | $90,274-48.7% |
| Participation rate | 59.7% | 88.3%-28.7pp | 87.7%-28.1pp | 73.4%-13.7pp |
| Annual return | 18.39% | 22.79%-4.4pp | 48.33%-29.9pp | 53.97%-35.6pp |
| Employer contribution / active EE | $1,624 | $4,118-60.6% | $5,919-72.6% | $2,523-35.6% |
| Participant deferral / active EE | $3,128 | $6,731-53.5% | $7,714-59.5% | $4,231-26.1% |
| Admin fee / account holder | $98 | $90+9.1% | $12,432-99.2% | $114-13.9% |