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| Provider | Service type | Compensation |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY10+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $6,545 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,565 | $78,607-42.0% | $105,624-56.9% | $74,478-38.8% |
| Participation rate | 72.7% | 72.8%-0.2pp | 75.3%-2.6pp | 67.2%+5.4pp |
| Annual return | 7.05% | 15.96%-8.9pp | 116.20%-109.2pp | 1370.56%-1363.5pp |
| Employer contribution / active EE | $1,229 | $2,523-51.3% | $3,168-61.2% | $2,626-53.2% |
| Participant deferral / active EE | $2,895 | $4,325-33.1% | $5,013-42.2% | $4,350-33.5% |
| Admin fee / account holder | $78 | $2,220-96.5% | $10,961-99.3% | $1,946-96.0% |