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 MANAGEMENT5+ years Service code 28 · EIN 37-0958133 2501 GALEN DRIVE · CHAMPAIGN, IL 61821 | Investment Management | $12,314 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,833 | $66,813-34.4% | $100,535-56.4% | $73,497-40.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.4%+20.6pp | 70.7%+29.3pp |
| Annual return | -2.44% | 25.70%-28.1pp | 30.90%-33.3pp | 28.51%-31.0pp |
| Employer contribution / active EE | $6,002 | $2,147+179.6% | $3,419+75.6% | $2,270+164.4% |
| Participant deferral / active EE | $0 | $5,883-100.0% | $6,271-100.0% | $3,740-100.0% |
| Admin fee / account holder | $82 | $512-83.9% | $8,085-99.0% | $513-84.0% |