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| Provider | Service type | Compensation |
|---|---|---|
COZAD ASSET MANAGEMENT8+ years Service code 28 · EIN 37-0958133 | Investment Management | $12,563 |
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 | $116,387 | $69,511+67.4% | $94,672+22.9% | $71,529+62.7% |
| Participation rate | 98.7% | 78.4%+20.2pp | 80.8%+17.8pp | 67.9%+30.7pp |
| Annual return | -1.98% | 29.67%-31.6pp | 156.89%-158.9pp | 28.97%-30.9pp |
| Employer contribution / active EE | $5,361 | $2,853+87.9% | $3,673+46.0% | $2,590+107.0% |
| Participant deferral / active EE | $0 | $7,348-100.0% | $7,417-100.0% | $4,291-100.0% |
| Admin fee / account holder | $101 | $1,211-91.7% | $7,222-98.6% | $1,588-93.6% |