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| Provider | Service type | Compensation |
|---|---|---|
COZAD ASSET MANAGEMENT7+ years Service code 28 · EIN 37-0958133 | Investment Management | $20,335 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,505 | $58,320+96.3% | $86,451+32.4% | $66,949+71.0% |
| Participation rate | 97.3% | 78.6%+18.7pp | 80.3%+17.0pp | 69.8%+27.5pp |
| Annual return | 19.35% | -9.71%+29.1pp | 4398.51%-4379.2pp | 1.57%+17.8pp |
| Employer contribution / active EE | $5,434 | $2,615+107.8% | $3,770+44.2% | $2,545+113.5% |
| Participant deferral / active EE | $0 | $6,899-100.0% | $6,953-100.0% | $4,239-100.0% |
| Admin fee / account holder | $127 | $546-76.7% | $6,734-98.1% | $594-78.6% |