Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COZAD ASSET MANAGEMENT2+ years Service code 28 · EIN 37-0958133 2501 GALEN DRIVE · CHAMPAIGN, IL 61821 | Investment Management | $15,077 |
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 | $25,334 | $59,535-57.4% | $90,161-71.9% | $62,293-59.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -40.42% | 23.53%-63.9pp | 34.89%-75.3pp | 28.90%-69.3pp |
| Employer contribution / active EE | $5,333 | $1,826+192.1% | $3,318+60.7% | $2,042+161.1% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $5,287-100.0% | $3,169-100.0% |
| Admin fee / account holder | $74 | $337-77.9% | $5,943-98.7% | $479-84.5% |