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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $186,390 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. DBA Service code 27 · EIN 42-0388260 | Advisory (Plan) | $100,543 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,935 | $112,711-37.1% | $170,055-58.3% | $80,187-11.5% |
| Participation rate | 67.9% | 87.4%-19.5pp | 87.0%-19.1pp | 72.9%-5.1pp |
| Annual return | 16.74% | 67.06%-50.3pp | 53.43%-36.7pp | 40.40%-23.7pp |
| Employer contribution / active EE | $3,033 | $4,488-32.4% | $6,790-55.3% | $2,980+1.8% |
| Participant deferral / active EE | $4,603 | $7,861-41.4% | $10,410-55.8% | $5,016-8.2% |
| Admin fee / account holder | $156 | $99+56.7% | $12,828-98.8% | $145+7.4% |