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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.6+ years Filed as: CORRELL CO Service code 15 · EIN 36-3492086 | Recordkeeping | $12,324 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $98,920 | $99,957-1.0% | $149,745-33.9% | $73,497+34.6% |
| Participation rate | 55.6% | 75.7%-20.1pp | 82.5%-26.8pp | 70.7%-15.0pp |
| Annual return | 15.28% | 53.87%-38.6pp | 276.72%-261.4pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,276 | $3,191-60.0% | $4,646-72.5% | $2,270-43.8% |
| Participant deferral / active EE | $6,143 | $6,073+1.2% | $6,843-10.2% | $3,740+64.3% |
| Admin fee / account holder | $117 | $551-78.7% | $9,312-98.7% | $513-77.1% |