Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $94,466 |
COZAD ASSET MANAGEMENT1 year Filed as: COZAD ASSET MANAGEMENT IN Service code 28 · EIN 37-0958133 | Investment Management | $23,696 |
RSM US LLP1 year Filed as: RSM US WEALTH MANAGEMENT LLC Service code 28 · EIN 41-1944416 | Investment Management | $10,920 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $6,408 |
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 | $120,671 | $36,916+226.9% | $156,551-22.9% | $57,658+109.3% |
| Participation rate | 98.4% | 63.4%+34.9pp | 84.0%+14.3pp | 70.2%+28.1pp |
| Annual return | 8.38% | 12.38%-4.0pp | 32.23%-23.9pp | 5.13%+3.2pp |
| Employer contribution / active EE | $5,620 | $1,571+257.9% | $5,501+2.2% | $1,974+184.8% |
| Participant deferral / active EE | $4,518 | $1,926+134.6% | $4,871-7.3% | $3,061+47.6% |
| Admin fee / account holder | $89 | $82+7.6% | $13,028-99.3% | $95-6.1% |