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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.1 year Filed as: CORRELL CO Service code 15 · EIN 36-3492086 | Recordkeeping | $14,703 |
Filed as: LONG FINANCIAL PLANNING Service code 27 1200 N ASHLAND AVE, STE 501 · CHICAGO, IL 60622 | Advisory (Plan) | $7,000 |
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 | $57,118 | $71,192-19.8% | $117,861-51.5% | $62,293-8.3% |
| Participation rate | 45.1% | 74.2%-29.1pp | 79.7%-34.5pp | 69.5%-24.4pp |
| Annual return | 13.87% | 18.66%-4.8pp | 335.11%-321.2pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,085 | $1,934-43.9% | $3,786-71.3% | $2,042-46.8% |
| Participant deferral / active EE | $1,789 | $3,189-43.9% | $4,482-60.1% | $3,169-43.6% |
| Admin fee / account holder | $196 | $587-66.7% | $8,021-97.6% | $479-59.2% |