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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $31,913 |
AGRI-INVEST, LLC1 year Service code 28 · EIN 16-1558455 | Investment Management | $5,582 |
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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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,004 | $50,643+75.7% | $106,619-16.5% | $55,167+61.3% |
| Participation rate | 47.3% | 65.6%-18.2pp | 78.0%-30.7pp | 69.0%-21.6pp |
| Annual return | 4.87% | 7.02%-2.1pp | 9.42%-4.5pp | 169.23%-164.4pp |
| Employer contribution / active EE | $1,222 | $1,626-24.9% | $3,947-69.0% | $1,963-37.7% |
| Participant deferral / active EE | $2,652 | $2,208+20.1% | $3,930-32.5% | $3,054-13.2% |
| Admin fee / account holder | $316 | $488-35.3% | $6,418-95.1% | $504-37.4% |