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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 | $97,698+25.3% | $126,068-2.9% | $69,733+75.5% |
| Participation rate | 98.7% | 77.5%+21.1pp | 84.7%+14.0pp | 62.5%+36.2pp |
| Annual return | 4.30% | 22.88%-18.6pp | 15.01%-10.7pp | 15.22%-10.9pp |
| Employer contribution / active EE | $5,410 | $2,577+109.9% | $3,968+36.3% | $2,250+140.4% |
| Participant deferral / active EE | $0 | $6,095-100.0% | $8,214-100.0% | $3,054-100.0% |
| Admin fee / account holder | $105 | $2,980-96.5% | $18,264-99.4% | $3,102-96.6% |