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| Provider | Service type | Compensation |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY1+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $4,520 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,426 | $39,245-12.3% | $64,105-46.3% | $52,331-34.2% |
| Participation rate | 84.5% | 58.2%+26.3pp | 68.2%+16.4pp | 68.1%+16.4pp |
| Annual return | -2.35% | 14.79%-17.1pp | 791.24%-793.6pp | 4.54%-6.9pp |
| Employer contribution / active EE | $826 | $736+12.2% | $1,820-54.6% | $1,882-56.1% |
| Participant deferral / active EE | $2,602 | $1,992+30.6% | $2,822-7.8% | $3,022-13.9% |
| Admin fee / account holder | $41 | $592-93.1% | $4,499-99.1% | $592-93.1% |