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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.5+ years Filed as: CORRELL CO Service code 15 · EIN 36-3492086 | Recordkeeping | $18,491 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,065 | $89,652-1.8% | $141,197-37.6% | $65,186+35.1% |
| Participation rate | 54.4% | 74.7%-20.3pp | 82.5%-28.1pp | 70.2%-15.8pp |
| Annual return | 22.38% | 32.79%-10.4pp | 71.41%-49.0pp | 29.39%-7.0pp |
| Employer contribution / active EE | $1,424 | $3,065-53.5% | $4,736-69.9% | $2,177-34.6% |
| Participant deferral / active EE | $5,781 | $5,691+1.6% | $6,710-13.9% | $3,514+64.5% |
| Admin fee / account holder | $126 | $569-77.9% | $10,265-98.8% | $847-85.2% |