Filed November 5, 2024
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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.3+ years Filed as: CORRELL CO. INVESTMENTS CO. Service code 19 · EIN 36-3400965 | Securities Custodian | $9,188 |
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 | $53,978 | $59,186-8.8% | $76,766-29.7% | $56,287-4.1% |
| Participation rate | 72.5% | 75.2%-2.8pp | 77.0%-4.5pp | 69.9%+2.6pp |
| Annual return | 9.49% | 6.62%+2.9pp | 2.43%+7.1pp | -9.96%+19.5pp |
| Employer contribution / active EE | $1,809 | $1,759+2.9% | $2,485-27.2% | $2,111-14.3% |
| Participant deferral / active EE | $3,054 | $3,255-6.2% | $3,851-20.7% | $3,350-8.8% |
| Admin fee / account holder | $82 | $489-83.3% | $6,675-98.8% | $521-84.3% |