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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,408 | $82,879+47.7% | $96,576+26.7% | $67,986+80.0% |
| Participation rate | 98.7% | 75.2%+23.5pp | 81.4%+17.2pp | 57.2%+41.5pp |
| Annual return | 4.30% | 36.90%-32.6pp | 38.47%-34.2pp | 31.67%-27.4pp |
| Employer contribution / active EE | $5,410 | $2,727+98.4% | $3,553+52.3% | $2,019+168.0% |
| Participant deferral / active EE | $0 | $6,976-100.0% | $7,956-100.0% | $3,358-100.0% |
| Admin fee / account holder | $105 | $2,783-96.2% | $11,381-99.1% | $3,203-96.7% |