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| Provider | Service type | Compensation |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY9+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $6,860 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,147 | $44,626-14.5% | $86,216-55.8% | $80,157-52.4% |
| Participation rate | 16.7% | 63.5%-46.8pp | 69.0%-52.3pp | 72.9%-56.2pp |
| Annual return | 19.43% | 19.61%-0.2pp | 1169.42%-1150.0pp | 40.39%-21.0pp |
| Employer contribution / active EE | $326 | $1,099-70.3% | $2,382-86.3% | $2,977-89.1% |
| Participant deferral / active EE | $581 | $2,769-79.0% | $3,986-85.4% | $5,015-88.4% |
| Admin fee / account holder | $32 | $133-76.3% | $6,853-99.5% | $145-78.2% |