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| Provider | Service type | Compensation |
|---|---|---|
COZAD ASSET MANAGEMENT6+ years Service code 28 · EIN 37-0958133 | Investment Management | $13,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,710 | $73,638+25.9% | $108,405-14.5% | $79,389+16.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 79.55% | 33.27%+46.3pp | 905.55%-826.0pp | 116.89%-37.3pp |
| Employer contribution / active EE | $5,780 | $2,397+141.2% | $3,559+62.4% | $2,428+138.1% |
| Participant deferral / active EE | $0 | $6,218-100.0% | $6,563-100.0% | $4,046-100.0% |
| Admin fee / account holder | $82 | $638-87.1% | $7,297-98.9% | $626-86.9% |