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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $134,328 |
COZAD ASSET MANAGEMENT2 years Filed as: COZAD ASSET MANAGEMENT IN Service code 28 · EIN 37-0958133 | Investment Management | $27,550 |
RSM US LLP2 years Filed as: RSM US WEALTH MANAGEMENT LLC Service code 28 · EIN 41-1944416 | Investment Management | $5,564 |
CHARLES SCHWAB & CO., INC.3+ years Service code 28 · EIN 94-1737782 | Investment Management | $2,859 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $33 |
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 | $136,141 | $46,173+194.9% | $170,435-20.1% | $69,631+95.5% |
| Participation rate | 97.4% | 63.9%+33.5pp | 83.6%+13.8pp | 70.7%+26.7pp |
| Annual return | 16.75% | 21.62%-4.9pp | 205.94%-189.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $6,031 | $1,610+274.6% | $5,432+11.0% | $2,032+196.8% |
| Participant deferral / active EE | $4,691 | $2,080+125.5% | $4,939-5.0% | $3,224+45.5% |
| Admin fee / account holder | $124 | $116+7.0% | $13,881-99.1% | $110+12.3% |