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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $1,969 |
SENTRY LIFE INSURANCE COMPANY9+ years Service code 37 · EIN 39-6040276 | Loan Processing | $1,845 |
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 | $38,191 | $76,112-49.8% | $96,544-60.4% | $71,529-46.6% |
| Participation rate | 72.9% | 74.4%-1.5pp | 76.0%-3.1pp | 67.9%+4.9pp |
| Annual return | 14.85% | 22.80%-8.0pp | 25.88%-11.0pp | 28.97%-14.1pp |
| Employer contribution / active EE | $1,516 | $2,248-32.6% | $2,966-48.9% | $2,590-41.5% |
| Participant deferral / active EE | $3,794 | $4,217-10.0% | $4,851-21.8% | $4,291-11.6% |
| Admin fee / account holder | $30 | $2,708-98.9% | $8,254-99.6% | $1,588-98.1% |