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| Provider | Service type | Compensation |
|---|---|---|
COZAD ASSET MANAGEMENT9+ 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 | $113,686 | $79,089+43.7% | $100,392+13.2% | $74,459+52.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 4.58% | 20.61%-16.0pp | 49.45%-44.9pp | 1369.70%-1365.1pp |
| Employer contribution / active EE | $5,222 | $3,015+73.2% | $3,941+32.5% | $2,626+98.9% |
| Participant deferral / active EE | $0 | $7,747-100.0% | $8,090-100.0% | $4,350-100.0% |
| Admin fee / account holder | $94 | $1,336-92.9% | $7,904-98.8% | $1,945-95.1% |