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| Provider | Service type | Compensation |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY8+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $6,485 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,511 | $72,620-55.2% | $90,760-64.2% | $66,938-51.4% |
| Participation rate | 71.2% | 73.7%-2.5pp | 75.7%-4.5pp | 69.8%+1.4pp |
| Annual return | -3.90% | -12.28%+8.4pp | -12.16%+8.3pp | 1.58%-5.5pp |
| Employer contribution / active EE | $913 | $2,369-61.4% | $2,922-68.7% | $2,545-64.1% |
| Participant deferral / active EE | $2,210 | $3,979-44.5% | $4,565-51.6% | $4,238-47.9% |
| Admin fee / account holder | $64 | $707-91.0% | $8,444-99.2% | $594-89.2% |