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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.7+ years Filed as: CORRELL CO Service code 15 · EIN 36-3492086 | Recordkeeping | $16,693 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,895 | $104,497+2.3% | $159,487-33.0% | $79,389+34.6% |
| Participation rate | 52.4% | 76.6%-24.2pp | 82.8%-30.4pp | 70.7%-18.3pp |
| Annual return | 15.88% | 67.98%-52.1pp | 263.71%-247.8pp | 116.89%-101.0pp |
| Employer contribution / active EE | $1,222 | $3,418-64.3% | $4,831-74.7% | $2,428-49.7% |
| Participant deferral / active EE | $6,114 | $6,468-5.5% | $7,354-16.9% | $4,046+51.1% |
| Admin fee / account holder | $170 | $711-76.1% | $10,804-98.4% | $626-72.9% |