Filed February 8, 2021 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $52,907 |
AGRI-INVEST, LLC3+ years Filed as: AGRI-INVEST. LLC Service code 28 · EIN 16-1558455 | Investment Management | $8,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,679 | $54,390-3.1% | $117,039-55.0% | $69,634-24.3% |
| Participation rate | 43.8% | 58.5%-14.7pp | 77.2%-33.4pp | 70.7%-26.9pp |
| Annual return | 17.50% | 18.33%-0.8pp | 18.95%-1.4pp | 27572.26%-27554.8pp |
| Employer contribution / active EE | $764 | $1,357-43.7% | $3,785-79.8% | $2,032-62.4% |
| Participant deferral / active EE | $1,552 | $2,076-25.2% | $3,929-60.5% | $3,224-51.9% |
| Admin fee / account holder | $112 | $98+14.1% | $5,974-98.1% | $110+1.0% |