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| Provider | Service type | Compensation |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY6+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $6,215 |
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).
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 | $35,027 | $43,466-19.4% | $90,970-61.5% | $90,274-61.2% |
| Participation rate | 17.4% | 62.5%-45.1pp | 69.0%-51.6pp | 73.4%-56.0pp |
| Annual return | 14.20% | 25.26%-11.1pp | 134.60%-120.4pp | 53.97%-39.8pp |
| Employer contribution / active EE | $198 | $840-76.4% | $2,122-90.7% | $2,523-92.2% |
| Participant deferral / active EE | $426 | $2,138-80.0% | $3,373-87.4% | $4,231-89.9% |
| Admin fee / account holder | $30 | $92-67.1% | $5,961-99.5% | $114-73.5% |