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| Provider | Service type | Compensation |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY6+ years Service code 37 · EIN 39-6040276 | Loan Processing | $5,514 |
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.
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 | $25,979 | $70,917-63.4% | $98,920-73.7% | $73,493-64.7% |
| Participation rate | 73.5% | 73.8%-0.3pp | 76.0%-2.5pp | 70.7%+2.9pp |
| Annual return | 6.87% | 34.18%-27.3pp | 196.47%-189.6pp | 28.51%-21.6pp |
| Employer contribution / active EE | $816 | $2,037-59.9% | $2,689-69.7% | $2,270-64.0% |
| Participant deferral / active EE | $1,651 | $3,501-52.8% | $4,245-61.1% | $3,740-55.9% |
| Admin fee / account holder | $47 | $535-91.2% | $6,643-99.3% | $513-90.9% |