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| Provider | Service type | Compensation |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY3+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $4,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $500,114 | $42,548+1075.4% | $74,549+570.9% | $56,287+788.5% |
| Participation rate | 0.0% | 60.5%-60.5pp | 69.1%-69.1pp | 69.9%-69.9pp |
| Annual return | -4.27% | 12.40%-16.7pp | 32.53%-36.8pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,125 | $2,277-6.7% | $3,108-31.6% | $3,350-36.6% |
| Admin fee / account holder | $607 | $467+30.0% | $5,059-88.0% | $521+16.6% |