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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 46-4510374 | Advisory (Plan) | $18,623 |
CORRELL CO.4+ years Filed as: CORRELL CO Service code 15 · EIN 36-3492086 | Recordkeeping | $11,474 |
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.)
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 | $68,833 | $73,102-5.8% | $123,553-44.3% | $56,289+22.3% |
| Participation rate | 59.4% | 74.3%-14.9pp | 82.3%-22.9pp | 69.9%-10.4pp |
| Annual return | -6.25% | 3.01%-9.3pp | 119.21%-125.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,597 | $2,977-46.3% | $4,628-65.5% | $2,111-24.3% |
| Participant deferral / active EE | $5,939 | $5,423+9.5% | $6,426-7.6% | $3,350+77.3% |
| Admin fee / account holder | $320 | $554-42.2% | $9,284-96.6% | $521-38.5% |