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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANNING CONSULTANTS2 years Filed as: BENEFIT PLANNING CONSULTANTS INC Service code 17 · EIN 36-3036100 | Pension Consulting | $1,200 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $275 |
COZAD ASSET MANAGEMENT2 years Filed as: COZAD ASSET MANAGEMENT INC Service code 26 · EIN 37-0958133 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,603 | $29,369-43.5% | $77,513-78.6% | $73,412-77.4% |
| Participation rate | 25.6% | 37.9%-12.4pp | 54.2%-28.6pp | 72.2%-46.6pp |
| Annual return | 25.37% | 358.15%-332.8pp | 54.81%-29.4pp | 59.30%-33.9pp |
| Employer contribution / active EE | $564 | $406+39.0% | $987-42.8% | $2,234-74.7% |
| Participant deferral / active EE | $1,151 | $941+22.3% | $1,861-38.1% | $3,806-69.8% |
| Admin fee / account holder | $142 | $123+15.4% | $2,859-95.0% | $158-10.3% |