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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $42,576 |
AGRI-INVEST, LLC2+ years Filed as: AGRI-INVEST Service code 28 · EIN 16-1558455 | Investment Management | $5,612 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,616 | $50,643+82.9% | $106,619-13.1% | $55,167+67.9% |
| Participation rate | 93.9% | 65.6%+28.4pp | 78.0%+15.9pp | 69.0%+24.9pp |
| Annual return | 6.36% | 7.02%-0.7pp | 9.42%-3.1pp | 169.23%-162.9pp |
| Employer contribution / active EE | $2,386 | $1,626+46.7% | $3,947-39.6% | $1,963+21.6% |
| Participant deferral / active EE | $3,533 | $2,208+60.0% | $3,930-10.1% | $3,054+15.7% |
| Admin fee / account holder | $188 | $488-61.4% | $6,418-97.1% | $504-62.7% |