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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $217,124 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. DBA Service code 27 · EIN 42-0388260 | Advisory (Plan) | $121,949 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,300 | $122,585-33.7% | $184,256-55.9% | $200,096-59.4% |
| Participation rate | 68.4% | 86.9%-18.5pp | 86.8%-18.4pp | 72.0%-3.6pp |
| Annual return | 13.67% | 144.12%-130.5pp | 28.85%-15.2pp | 34.26%-20.6pp |
| Employer contribution / active EE | $2,788 | $4,571-39.0% | $6,427-56.6% | $3,038-8.2% |
| Participant deferral / active EE | $4,571 | $7,972-42.7% | $9,133-50.0% | $5,090-10.2% |
| Admin fee / account holder | $184 | $120+53.3% | $13,899-98.7% | $269-31.6% |