Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
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| Provider | Service type | Compensation |
|---|---|---|
CALLAN ASSOCIATES10+ years Service code 28 · EIN 94-2192581 | Investment Management | $2,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,415 | $129,227+184.3% | $184,256+99.4% | $77,762+372.5% |
| Participation rate | 22.1% | 87.4%-65.3pp | 86.8%-64.8pp | 70.6%-48.5pp |
| Annual return | 14.16% | 33.24%-19.1pp | 28.85%-14.7pp | 31.27%-17.1pp |
| Employer contribution / active EE | $1,068 | $4,412-75.8% | $6,427-83.4% | $2,728-60.8% |
| Participant deferral / active EE | $2,688 | $7,307-63.2% | $9,133-70.6% | $4,651-42.2% |
| Admin fee / account holder | $5 | $256-98.1% | $13,899-100.0% | $433-98.9% |