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| Provider | Service type | Compensation |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY4+ years Service code 37 · EIN 39-6040276 | Loan Processing | $9,746 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $5,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,690 | $54,213+11.9% | $93,696-35.2% | $77,736-21.9% |
| Participation rate | 44.3% | 64.0%-19.7pp | 68.7%-24.4pp | 70.6%-26.3pp |
| Annual return | 11.27% | 30.55%-19.3pp | 133.74%-122.5pp | 31.26%-20.0pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,422-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,988 | $3,145-5.0% | $4,417-32.3% | $4,651-35.7% |
| Admin fee / account holder | $51 | $575-91.2% | $8,287-99.4% | $433-88.3% |