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| Provider | Service type | Compensation |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY2+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,627 | $49,138-80.4% | $84,020-88.5% | $65,185-85.2% |
| Participation rate | 19.3% | 60.7%-41.5pp | 69.0%-49.7pp | 70.2%-50.9pp |
| Annual return | 23.71% | 23.00%+0.7pp | 71.31%-47.6pp | 29.38%-5.7pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,241 | $2,397-48.2% | $3,239-61.7% | $3,514-64.7% |
| Admin fee / account holder | $28 | $543-94.8% | $6,101-99.5% | $847-96.7% |