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| Provider | Service type | Compensation |
|---|---|---|
COZAD ASSET MANAGEMENT10+ years Service code 28 · EIN 37-0958133 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,408 | $88,634+38.1% | $101,326+20.8% | $74,304+64.7% |
| Participation rate | 98.7% | 76.9%+21.8pp | 81.5%+17.2pp | 60.3%+38.3pp |
| Annual return | 4.30% | 33.10%-28.8pp | 36.82%-32.5pp | 29.43%-25.1pp |
| Employer contribution / active EE | $5,410 | $2,930+84.6% | $3,665+47.6% | $2,241+141.4% |
| Participant deferral / active EE | $0 | $7,322-100.0% | $7,994-100.0% | $3,767-100.0% |
| Admin fee / account holder | $105 | $2,425-95.7% | $11,185-99.1% | $2,969-96.5% |