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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $269,402 |
COZAD ASSET MANAGEMENT4 years Filed as: COZAD ASSET MANAGEMENT IN Service code 28 · EIN 37-0958133 | Investment Management | $29,493 |
CHARLES SCHWAB & CO., INC.5+ years Service code 28 · EIN 94-1737782 | Investment Management | $4,333 |
RSM US LLP4 years Filed as: RSM US WEALTH MANAGEMENT LLC Service code 28 · EIN 41-1944416 | Investment Management | $1,070 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $19 |
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 | $150,835 | $62,928+139.7% | $172,753-12.7% | $67,582+123.2% |
| Participation rate | 96.9% | 64.5%+32.4pp | 82.6%+14.2pp | 71.3%+25.6pp |
| Annual return | 23.29% | 30.36%-7.1pp | 803.00%-779.7pp | 378.57%-355.3pp |
| Employer contribution / active EE | $6,079 | $1,636+271.6% | $5,144+18.2% | $2,148+183.0% |
| Participant deferral / active EE | $4,885 | $2,145+127.8% | $5,198-6.0% | $3,539+38.0% |
| Admin fee / account holder | $264 | $167+58.2% | $13,956-98.1% | $142+85.3% |