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 |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $130,221 |
SENTRY LIFE INSURANCE COMPANY9+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $44,820 |
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 | $239,443 | $112,711+112.4% | $170,055+40.8% | $80,187+198.6% |
| Participation rate | 94.6% | 87.4%+7.3pp | 87.0%+7.6pp | 72.9%+21.7pp |
| Annual return | 12.64% | 67.06%-54.4pp | 53.43%-40.8pp | 40.40%-27.8pp |
| Employer contribution / active EE | $6,815 | $4,488+51.9% | $6,790+0.4% | $2,980+128.7% |
| Participant deferral / active EE | $9,094 | $7,861+15.7% | $10,410-12.6% | $5,016+81.3% |
| Admin fee / account holder | $23 | $99-76.7% | $12,828-99.8% | $145-84.0% |