Filed November 5, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.9+ years Filed as: CORRELL CO. INVESTMENTS CO. Service code 19 · EIN 36-3400965 | Securities Custodian | $17,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,310 | $79,209+24.1% | $102,434-4.0% | $74,459+32.0% |
| Participation rate | 57.1% | 74.8%-17.6pp | 76.5%-19.4pp | 67.2%-10.1pp |
| Annual return | 29.45% | 54.98%-25.5pp | 29.46%0pp | 1369.70%-1340.3pp |
| Employer contribution / active EE | $2,077 | $2,362-12.1% | $3,023-31.3% | $2,626-20.9% |
| Participant deferral / active EE | $3,638 | $4,417-17.7% | $5,055-28.0% | $4,350-16.4% |
| Admin fee / account holder | $119 | $2,002-94.1% | $9,462-98.7% | $1,945-93.9% |