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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $272,672 |
COZAD ASSET MANAGEMENT8 years Filed as: COZAD ASSET MANAGEMENT IN Service code 28 · EIN 37-0958133 | Investment Management | $29,931 |
CHARLES SCHWAB & CO., INC.9+ years Service code 28 · EIN 94-1737782 | Investment Management | $2,431 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $28 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,727 | $47,180+242.8% | $149,723+8.0% | $74,473+117.2% |
| Participation rate | 96.7% | 63.4%+33.3pp | 78.8%+17.9pp | 70.7%+25.9pp |
| Annual return | 16.21% | 22.75%-6.5pp | 134.50%-118.3pp | 34.36%-18.1pp |
| Employer contribution / active EE | $7,363 | $1,907+286.1% | $4,821+52.7% | $2,638+179.1% |
| Participant deferral / active EE | $5,930 | $2,730+117.2% | $5,682+4.4% | $4,530+30.9% |
| Admin fee / account holder | $234 | $343-31.9% | $13,215-98.2% | $347-32.7% |