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| Provider | Service type | Compensation |
|---|---|---|
COZAD ASSET MANAGEMENT10+ years Service code 28 · EIN 37-0958133 | Investment Management | $0 |
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 | $122,408 | $74,538+64.2% | $92,805+31.9% | $65,306+87.4% |
| Participation rate | 98.7% | 76.3%+22.4pp | 83.5%+15.2pp | 57.7%+41.0pp |
| Annual return | 4.30% | 49.12%-44.8pp | 31.59%-27.3pp | 21.94%-17.6pp |
| Employer contribution / active EE | $5,410 | $2,362+129.0% | $3,424+58.0% | $1,967+175.0% |
| Participant deferral / active EE | $0 | $5,971-100.0% | $8,448-100.0% | $2,959-100.0% |
| Admin fee / account holder | $105 | $2,966-96.5% | $10,911-99.0% | $3,480-97.0% |