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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 | $84,458+44.9% | $102,184+19.8% | $64,340+90.3% |
| Participation rate | 98.7% | 74.2%+24.5pp | 82.6%+16.1pp | 55.2%+43.4pp |
| Annual return | 4.30% | 45.73%-41.4pp | 31.58%-27.3pp | 24.14%-19.8pp |
| Employer contribution / active EE | $5,410 | $2,412+124.3% | $3,594+50.5% | $1,862+190.6% |
| Participant deferral / active EE | $0 | $6,208-100.0% | $8,309-100.0% | $2,980-100.0% |
| Admin fee / account holder | $105 | $2,926-96.4% | $11,609-99.1% | $3,703-97.2% |