Filed November 5, 2024
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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.1+ years Filed as: CORRELL CO. INVESTMENTS CO. Service code 19 · EIN 36-3400965 | Securities Custodian | $6,917 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,576 | $60,165-11.0% | $74,184-27.8% | $55,167-2.9% |
| Participation rate | 68.7% | 74.2%-5.5pp | 76.6%-7.9pp | 69.0%-0.3pp |
| Annual return | 5.11% | 10.00%-4.9pp | 17.74%-12.6pp | 169.23%-164.1pp |
| Employer contribution / active EE | $1,488 | $1,600-7.0% | $2,370-37.2% | $1,963-24.2% |
| Participant deferral / active EE | $2,565 | $2,973-13.7% | $3,550-27.7% | $3,054-16.0% |
| Admin fee / account holder | $89 | $419-78.9% | $5,586-98.4% | $504-82.4% |