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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $274,556 |
COZAD ASSET MANAGEMENT6 years Filed as: COZAD ASSET MANAGEMENT IN Service code 28 · EIN 37-0958133 | Investment Management | $24,584 |
CHARLES SCHWAB & CO., INC.7+ years Service code 28 · EIN 94-1737782 | Investment Management | $1,748 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,324 | $56,540+227.8% | $185,851-0.3% | $86,821+113.5% |
| Participation rate | 96.8% | 65.5%+31.2pp | 81.7%+15.0pp | 72.3%+24.5pp |
| Annual return | 14.36% | 118.20%-103.8pp | 122.11%-107.7pp | 97.94%-83.6pp |
| Employer contribution / active EE | $6,785 | $1,844+267.9% | $5,168+31.3% | $2,406+182.0% |
| Participant deferral / active EE | $5,687 | $2,555+122.5% | $5,569+2.1% | $4,132+37.6% |
| Admin fee / account holder | $253 | $150+69.1% | $16,245-98.4% | $170+49.2% |