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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $155,755 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. DBA Service code 27 · EIN 42-0388260 | Advisory (Plan) | $87,137 |
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 | $60,064 | $95,918-37.4% | $151,634-60.4% | $77,906-22.9% |
| Participation rate | 66.0% | 88.7%-22.7pp | 87.5%-21.5pp | 73.7%-7.7pp |
| Annual return | -2.40% | -5.50%+3.1pp | 3.32%-5.7pp | 12.16%-14.6pp |
| Employer contribution / active EE | $2,120 | $4,330-51.0% | $6,165-65.6% | $2,846-25.5% |
| Participant deferral / active EE | $3,995 | $7,508-46.8% | $8,363-52.2% | $4,805-16.9% |
| Admin fee / account holder | $128 | $93+37.2% | $11,614-98.9% | $133-3.5% |