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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $249,087 |
COZAD ASSET MANAGEMENT9 years Filed as: COZAD ASSET MANAGEMENT IN Service code 28 · EIN 37-0958133 | Investment Management | $36,178 |
CHARLES SCHWAB & CO., INC.10+ years Service code 28 · EIN 94-1737782 | Investment Management | $1,549 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $68 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,504 | $53,204+222.3% | $155,556+10.3% | $200,096-14.3% |
| Participation rate | 94.8% | 64.1%+30.7pp | 78.2%+16.6pp | 72.0%+22.8pp |
| Annual return | 15.33% | 41.02%-25.7pp | 64.84%-49.5pp | 34.26%-18.9pp |
| Employer contribution / active EE | $7,542 | $1,850+307.6% | $4,675+61.3% | $3,038+148.3% |
| Participant deferral / active EE | $5,756 | $3,163+82.0% | $5,631+2.2% | $5,090+13.1% |
| Admin fee / account holder | $258 | $186+38.8% | $15,885-98.4% | $269-4.2% |