Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $78,529-42.0% | $105,591-56.8% | $74,400-38.8% |
| Participation rate | 72.7% | 72.8%-0.1pp | 75.3%-2.6pp | 67.2%+5.4pp |
| Annual return | 7.05% | 15.94%-8.9pp | 116.43%-109.4pp | 1367.51%-1360.5pp |
| Employer contribution / active EE | $1,229 | $2,522-51.3% | $3,166-61.2% | $2,624-53.2% |
| Participant deferral / active EE | $2,895 | $4,321-33.0% | $5,008-42.2% | $4,348-33.4% |
| Admin fee / account holder | $78 | $2,216-96.5% | $11,024-99.3% | $1,944-96.0% |