Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 46-4510374 | Advisory (Plan) | $23,676 |
CORRELL CO.2+ years Filed as: CORRELL CO Service code 15 · EIN 36-3492086 | Recordkeeping | $10,211 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,529 | $76,551-20.9% | $123,894-51.1% | $62,881-3.7% |
| Participation rate | 61.5% | 73.0%-11.4pp | 81.4%-19.9pp | 69.3%-7.8pp |
| Annual return | 9.12% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,588 | $2,882-44.9% | $4,617-65.6% | $2,281-30.4% |
| Participant deferral / active EE | $6,165 | $4,840+27.4% | $5,984+3.0% | $3,203+92.5% |
| Admin fee / account holder | $385 | $4,826-92.0% | $8,357-95.4% | $4,296-91.0% |