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| Provider | Service type | Compensation |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY1+ years Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $5,712 |
Participant contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,445 | $53,412-76.7% | $68,509-81.8% | $52,331-76.2% |
| Participation rate | 80.5% | 71.7%+8.9pp | 74.7%+5.8pp | 68.1%+12.4pp |
| Annual return | 0.58% | 3.42%-2.8pp | 8.27%-7.7pp | 4.54%-4.0pp |
| Employer contribution / active EE | $336 | $1,607-79.1% | $2,278-85.3% | $1,882-82.2% |
| Participant deferral / active EE | $409 | $2,688-84.8% | $3,382-87.9% | $3,022-86.5% |
| Admin fee / account holder | $45 | $461-90.3% | $5,275-99.2% | $592-92.5% |