Filed August 18, 2023 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $151,267 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $52,727 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,083 | $88,515-43.4% | $162,185-69.1% | $67,582-25.9% |
| Participation rate | 99.3% | 86.8%+12.5pp | 87.6%+11.8pp | 71.3%+28.1pp |
| Annual return | 20.51% | 27.04%-6.5pp | 115.61%-95.1pp | 378.57%-358.1pp |
| Employer contribution / active EE | $5,094 | $3,563+42.9% | $5,613-9.3% | $2,148+137.1% |
| Participant deferral / active EE | $5,820 | $5,724+1.7% | $7,297-20.2% | $3,539+64.4% |
| Admin fee / account holder | $148 | $124+20.0% | $10,844-98.6% | $142+4.3% |