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| Provider | Service type | Compensation |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY4+ years Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $4,981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,960 | $59,191-64.6% | $76,767-72.7% | $56,289-62.8% |
| Participation rate | 64.9% | 75.2%-10.3pp | 77.0%-12.0pp | 69.9%-4.9pp |
| Annual return | -6.97% | 6.62%-13.6pp | 2.43%-9.4pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,062 | $1,759-39.6% | $2,485-57.3% | $2,111-49.7% |
| Participant deferral / active EE | $2,500 | $3,255-23.2% | $3,852-35.1% | $3,350-25.4% |
| Admin fee / account holder | $49 | $489-89.9% | $6,675-99.3% | $521-90.5% |