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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.1+ years Service code 64 · EIN 36-3492086 | Recordkeeping Fees | $50,356 |
CORRELL CO. INVESTMENT SERVICES1+ years Filed as: CORRELL CO. INVESTMENT SERVICES COR Service code 28 · EIN 36-3400965 | Investment Management | $18,183 |
WEALTH DIMENSIONS1+ years Service code 17 · EIN 31-1579140 | Pension Consulting | $7,500 |
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).
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 | $42,599 | $30,979+37.5% | $67,704-37.1% | $59,188-28.0% |
| Participation rate | 16.7% | 40.5%-23.8pp | 67.5%-50.8pp | 69.4%-52.7pp |
| Annual return | 0.24% | -1.74%+2.0pp | 25.41%-25.2pp | 5.51%-5.3pp |
| Employer contribution / active EE | $2 | $807-99.8% | $2,559-99.9% | $2,098-99.9% |
| Participant deferral / active EE | $1,315 | $1,603-18.0% | $3,585-63.3% | $3,265-59.7% |
| Admin fee / account holder | $167 | $81+106.4% | $4,255-96.1% | $92+81.4% |