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| Provider | Service type | Compensation |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY5+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,380 | $70,917+10.5% | $98,920-20.8% | $73,497+6.6% |
| Participation rate | 59.5% | 73.8%-14.3pp | 76.0%-16.5pp | 70.7%-11.2pp |
| Annual return | 1.97% | 34.18%-32.2pp | 196.47%-194.5pp | 28.51%-26.5pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,512 | $3,501-56.8% | $4,245-64.4% | $3,740-59.6% |
| Admin fee / account holder | $12 | $535-97.7% | $6,643-99.8% | $513-97.7% |