Filed November 5, 2024
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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.2+ years Filed as: CORRELL CO. INVESTMENTS CO. Service code 19 · EIN 36-3400965 | Securities Custodian | $7,747 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,918 | $64,909-12.3% | $82,312-30.9% | $62,293-8.6% |
| Participation rate | 71.3% | 74.9%-3.6pp | 76.9%-5.6pp | 69.5%+1.8pp |
| Annual return | 19.30% | 21.18%-1.9pp | 25.88%-6.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $1,645 | $1,676-1.8% | $2,428-32.3% | $2,042-19.5% |
| Participant deferral / active EE | $2,674 | $3,103-13.8% | $3,706-27.9% | $3,169-15.6% |
| Admin fee / account holder | $95 | $440-78.3% | $5,608-98.3% | $479-80.1% |