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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $259,497 |
COZAD ASSET MANAGEMENT7 years Filed as: COZAD ASSET MANAGEMENT IN Service code 28 · EIN 37-0958133 | Investment Management | $27,502 |
CHARLES SCHWAB & CO., INC.8+ years Service code 28 · EIN 94-1737782 | Investment Management | $2,543 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $32 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,650 | $46,332+175.5% | $143,797-11.2% | $64,824+96.9% |
| Participation rate | 97.9% | 64.2%+33.6pp | 80.3%+17.5pp | 71.5%+26.4pp |
| Annual return | -15.21% | -10.05%-5.2pp | -0.04%-15.2pp | 32.84%-48.1pp |
| Employer contribution / active EE | $7,542 | $1,911+294.6% | $4,952+52.3% | $2,507+200.8% |
| Participant deferral / active EE | $6,172 | $2,647+133.1% | $5,638+9.5% | $4,311+43.2% |
| Admin fee / account holder | $198 | $154+28.7% | $14,679-98.7% | $188+5.4% |