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| Provider | Service type | Compensation |
|---|---|---|
AGRI-INVEST, LLC3 years Filed as: AGRI INVESTMENT SERVICES, LLC Service code 26 2110 HIGH WICKMAN PL · LOUISVILLE, KY 40245 | Advisory (Participants) | $58,358 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $24,823 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,188 | $66,124+37.9% | $90,461+0.8% | $73,497+24.1% |
| Participation rate | 96.8% | 69.7%+27.1pp | 72.7%+24.1pp | 70.7%+26.1pp |
| Annual return | 14.29% | 17.65%-3.4pp | 1294.76%-1280.5pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,399 | $2,346-40.4% | $3,264-57.1% | $2,270-38.4% |
| Participant deferral / active EE | $7,124 | $3,039+134.4% | $3,964+79.7% | $3,740+90.5% |
| Admin fee / account holder | $354 | $396-10.7% | $5,617-93.7% | $513-31.0% |