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| Provider | Service type | Compensation |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY4+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $3,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,805 | $58,512-57.6% | $84,015-70.5% | $72,985-66.0% |
| Participation rate | 68.3% | 61.2%+7.0pp | 69.0%-0.8pp | 69.5%-1.2pp |
| Annual return | -63.31% | 28.93%-92.2pp | 71.31%-134.6pp | 81.00%-144.3pp |
| Employer contribution / active EE | $1,000 | $1,163-14.0% | $1,983-49.6% | $2,440-59.0% |
| Participant deferral / active EE | $6,341 | $2,394+164.9% | $3,239+95.8% | $3,607+75.8% |
| Admin fee / account holder | $123 | $4,569-97.3% | $6,101-98.0% | $5,124-97.6% |