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| Provider | Service type | Compensation |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY10+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $7,290 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,780 | $48,669-14.2% | $93,654-55.4% | $199,768-79.1% |
| Participation rate | 16.5% | 63.7%-47.2pp | 68.7%-52.3pp | 72.0%-55.6pp |
| Annual return | 16.96% | 15.38%+1.6pp | 133.34%-116.4pp | 34.26%-17.3pp |
| Employer contribution / active EE | $319 | $1,137-71.9% | $2,421-86.8% | $3,037-89.5% |
| Participant deferral / active EE | $649 | $2,823-77.0% | $4,413-85.3% | $5,090-87.2% |
| Admin fee / account holder | $29 | $195-84.9% | $8,282-99.6% | $269-89.0% |