Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.10+ years Service code 64 · EIN 36-3492086 | Recordkeeping Fees | $34,199 |
Filed as: PRICE WATERHOUSE COMPANY Service code 10 · EIN 13-4008324 | Accounting | $33,018 |
CORRELL CO. INVESTMENT SERVICES10+ years Filed as: CORRELL CO. INVESTMENT SERVICES COR Service code 28 · EIN 36-3400965 | Investment Management | $16,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,153 | $45,022+53.6% | $85,240-18.9% | $200,096-65.4% |
| Participation rate | 5.9% | 45.8%-39.9pp | 67.5%-61.6pp | 72.0%-66.1pp |
| Annual return | 12.68% | 21.00%-8.3pp | 66.75%-54.1pp | 34.26%-21.6pp |
| Employer contribution / active EE | $0 | $1,374-100.0% | $2,735-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $295 | $2,682-89.0% | $4,527-93.5% | $5,090-94.2% |
| Admin fee / account holder | $178 | $585-69.6% | $6,165-97.1% | $269-33.9% |