CORRELL CO.
advisor6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served24+3 YoYRank #714 of mapped providers
Assets under administration$1.2B0.0%Market share · rank #2819
Fees received$1MMedian $29,455/planSum across Schedule C direct + indirect
Net wins YoY+45 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical CORRELL CO. plan look like?
Service mix · median fees per plan
Count of plans where CORRELL CO. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Direct payment from the plan; Consulting (general); Participant loan processing; Recordkeeping fees; Consulting fees; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 18 | $29,455 | |
Other services; Contract Administrator; Direct payment from the plan; Other feesCode 13 | 3 | $10,084 | |
Recordkeeping feesCode 64 | 2 | $55,971 | |
Accounting (including auditing)Code 10 | 1 | $78,882 |
Competitor overlap
Percent of CORRELL CO.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under CORRELL CO..
| Sponsor | From | Assets |
|---|---|---|
SHANDS TEACHING HOSPITAL AND CLINICS, INC.FL · 591943502-004 | PIMCO | $999M |
ATG MANAGEMENT SERVICES, INC.IL · 205510626-001 | (new plan) | $5M |
ROSELAND COMMUNITY HOSPITALIL · 361703630-001 | Royal Alliance Associates Inc. | $3M |
Plans lost in 2024
Appeared last year under CORRELL CO.; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SP MANAGEMENT SERVICES, INC.TN · 621736048-001 | $414M | 13,249 | $78,882 | 1y | 3 |
CORIENT SERVICES LLCFL · 873513335-001 | $267M | 1,512 | $154,880 | 3y | - |
INDEPENDENT STAVE COMPANY, LLCMO · 440515123-002 | $113M | 3,346 | $348,111 | 10y | - |
ORTHOARKANSAS, P.A.AR · 710485626-001 | $61M | 572 | $77,742 | 4y | - |
VANIR GROUP OF COMPANIES, INC.CA · 330074517-001 | $55M | 470 | $49,888 | 8y | - |
WOLTER, INC.WI · 391052980-005 | $48M | 885 | $59,954 | 10y | - |
ARKANSAS UROLOGY ASSOCIATES, P.A.AR · 710782429-001 | $28M | 418 | $32,504 | 10y | - |
GRAHAM ENTERPRISE, INC.IL · 363728266-001 | $26M | 386 | $33,734 | 10y | - |
ACERO SCHOOLSIL · 364235934-001 | $25M | 929 | $28,283 | 9y | 1 |
INTER-STATE STUDIO & PUBLISHING CO.MO · 440563337-001 | $24M | 702 | $49,848 | 10y | - |
Flag exposure
62.5%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (6)
Raw Schedule C names collapsed into CORRELL CO..
- BLUEBAY ASSET MANAGEMENT LLP
- BLUEBAY ASSET MANAGEMENT USA, LLC
- BLUEBIRD CPA
- CORRELL CO
- CORRELL CO.
- CORRELL COMPANY
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for CORRELL CO.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 4.17% | 26.94% | -22.77 pp |
| Late contributions | 4 | 16.67% | 1.71% | +14.95 pp |
| Failed to provide benefit | 1 | 4.17% | 0.14% | +4.03 pp |
| Corrective distributions | 3 | 12.50% | 1.76% | +10.74 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with CORRELL CO.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on CORRELL CO.'s plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Friday Eldredge & Clark LLP | 1 | 4.2% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).