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| Provider | Service type | Compensation |
|---|---|---|
COZAD ASSET MANAGEMENT6 years Service code 27 · EIN 37-0958133 | Advisory (Plan) | $134,885 |
AON CONSULTING6 years Filed as: AON HEWITT Service code 11 · EIN 22-2232264 | Actuarial | $94,670 |
BUSEY WEALTH MANAGEMENT6 years Service code 21 · EIN 37-1205455 | Bank Trustee | $91,434 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558008 | Bank Trustee | $24,789 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | 16.24% | 5.87%+10.4pp | 6.70%+9.5pp | 7.65%+8.6pp |
| Employer contribution / active EE | $0 | $10,827-100.0% | $25,177-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $250-100.0% | $47-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |