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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $162,313 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $88,987 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,547 | $118,337-38.7% | $189,534-61.7% | $93,010-22.0% |
| Participation rate | 62.0% | 89.1%-27.1pp | 87.8%-25.8pp | 73.9%-11.9pp |
| Annual return | 104.42% | 21.77%+82.6pp | 555.39%-451.0pp | 158.70%-54.3pp |
| Employer contribution / active EE | $1,849 | $4,204-56.0% | $6,162-70.0% | $2,705-31.6% |
| Participant deferral / active EE | $3,812 | $7,123-46.5% | $8,220-53.6% | $4,561-16.4% |
| Admin fee / account holder | $161 | $100+61.8% | $12,049-98.7% | $152+6.3% |