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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.10+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $12,095 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,998 | $59,448-20.9% | $93,696-49.8% | $74,459-36.9% |
| Participation rate | 75.6% | 59.6%+16.0pp | 68.7%+6.9pp | 67.2%+8.4pp |
| Annual return | 13.55% | 82.11%-68.6pp | 133.74%-120.2pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $2,185 | $1,266+72.6% | $2,422-9.8% | $2,626-16.8% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $38 | $3,027-98.8% | $8,287-99.5% | $1,945-98.1% |