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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $153,794 |
COZAD ASSET MANAGEMENT3 years Filed as: COZAD ASSET MANAGEMENT IN Service code 28 · EIN 37-0958133 | Investment Management | $39,100 |
RSM US LLP3 years Filed as: RSM US WEALTH MANAGEMENT LLC Service code 28 · EIN 41-1944416 | Investment Management | $3,950 |
CHARLES SCHWAB & CO., INC.4+ years Service code 28 · EIN 94-1737782 | Investment Management | $3,779 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $12 |
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 | $120,706 | $37,196+224.5% | $154,108-21.7% | $55,725+116.6% |
| Participation rate | 96.7% | 64.1%+32.7pp | 83.0%+13.7pp | 70.9%+25.9pp |
| Annual return | -4.80% | 1319.68%-1324.5pp | 735.21%-740.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $6,436 | $1,614+298.7% | $5,298+21.5% | $2,078+209.7% |
| Participant deferral / active EE | $4,991 | $2,068+141.3% | $5,081-1.8% | $3,356+48.7% |
| Admin fee / account holder | $171 | $102+68.3% | $13,411-98.7% | $115+48.5% |