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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.1 year Filed as: CORRELL CO Service code 15 · EIN 36-3492086 | Recordkeeping | $8,871 |
CASSELL PLAN AUDITS1 year Service code 10 · EIN 46-2966358 | Accounting | $8,500 |
Filed as: ROTHSCHILD CONSULTING GROUP Service code 27 · EIN 36-2708660 | Advisory (Plan) | $5,129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,821 | $46,173-18.1% | $170,442-77.8% | $69,631-45.7% |
| Participation rate | 23.6% | 63.9%-40.3pp | 83.6%-59.9pp | 70.7%-47.0pp |
| Annual return | 17.33% | 21.62%-4.3pp | 205.93%-188.6pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $129 | $1,610-92.0% | $5,433-97.6% | $2,032-93.7% |
| Participant deferral / active EE | $809 | $2,080-61.1% | $4,939-83.6% | $3,224-74.9% |
| Admin fee / account holder | $265 | $116+128.9% | $13,880-98.1% | $110+140.3% |