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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $30,115 |
AGRI-INVEST, LLC3 years Service code 28 · EIN 16-1558455 | Investment Management | $7,317 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $100,390 | $62,409+60.9% | $120,524-16.7% | $74,429+34.9% |
| Participation rate | 76.5% | 56.8%+19.7pp | 71.9%+4.5pp | 67.2%+9.3pp |
| Annual return | 10.03% | 18.62%-8.6pp | 107.36%-97.3pp | 1368.38%-1358.4pp |
| Employer contribution / active EE | $2,828 | $1,847+53.1% | $3,469-18.5% | $2,625+7.7% |
| Participant deferral / active EE | $5,586 | $2,888+93.4% | $4,994+11.9% | $4,348+28.5% |
| Admin fee / account holder | $385 | $2,394-83.9% | $9,440-95.9% | $1,944-80.2% |