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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.3+ years Service code 64 · EIN 36-3492086 | Recordkeeping Fees | $64,532 |
Filed as: PRICE WATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $27,500 |
CORRELL CO. INVESTMENT SERVICES3+ years Filed as: CORRELL CO. INVESTMENT SERVICES COR Service code 28 · EIN 36-3400965 | Investment Management | $17,933 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 17 · EIN 20-3247391 | Pension Consulting | $10,000 |
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 | $48,668 | $43,717+11.3% | $81,473-40.3% | $77,958-37.6% |
| Participation rate | 16.1% | 42.5%-26.5pp | 68.0%-51.9pp | 71.6%-55.6pp |
| Annual return | 16.24% | 23.83%-7.6pp | 38.78%-22.5pp | 20.87%-4.6pp |
| Employer contribution / active EE | $1 | $919-99.9% | $2,568-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,341 | $1,783-24.8% | $3,537-62.1% | $3,537-62.1% |
| Admin fee / account holder | $269 | $108+149.2% | $4,561-94.1% | $97+176.1% |