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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $36,417 |
AGRI-INVEST, LLC2 years Service code 28 · EIN 16-1558455 | Investment Management | $6,227 |
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 | $98,646 | $54,390+81.4% | $117,039-15.7% | $69,631+41.7% |
| Participation rate | 33.2% | 58.5%-25.3pp | 77.2%-44.0pp | 70.7%-37.5pp |
| Annual return | 10.59% | 18.33%-7.7pp | 18.95%-8.4pp | 27571.02%-27560.4pp |
| Employer contribution / active EE | $822 | $1,357-39.4% | $3,785-78.3% | $2,032-59.5% |
| Participant deferral / active EE | $1,875 | $2,076-9.6% | $3,929-52.3% | $3,224-41.8% |
| Admin fee / account holder | $352 | $98+259.7% | $5,974-94.1% | $110+218.4% |