Filed January 3, 2011 (most recent of 4 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 |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $124,496 |
SENTRY LIFE INSURANCE COMPANY7+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $39,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,246 | $118,337+110.6% | $189,534+31.5% | $93,010+168.0% |
| Participation rate | 95.3% | 89.1%+6.2pp | 87.8%+7.5pp | 73.9%+21.4pp |
| Annual return | 11.15% | 21.77%-10.6pp | 555.39%-544.2pp | 158.70%-147.6pp |
| Employer contribution / active EE | $6,468 | $4,204+53.8% | $6,162+5.0% | $2,705+139.1% |
| Participant deferral / active EE | $8,908 | $7,123+25.1% | $8,220+8.4% | $4,561+95.3% |
| Admin fee / account holder | $23 | $100-76.6% | $12,049-99.8% | $152-84.6% |