Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
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| Provider | Service type | Compensation |
|---|---|---|
MITCHELL & TITUS, LLP2 years Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $267,790 | $88,515+202.5% | $162,185+65.1% | $67,584+296.2% |
| Participation rate | 82.6% | 86.8%-4.2pp | 87.6%-4.9pp | 71.3%+11.3pp |
| Annual return | 17.88% | 27.04%-9.2pp | 115.61%-97.7pp | 378.59%-360.7pp |
| Employer contribution / active EE | $3,505 | $3,563-1.6% | $5,613-37.6% | $2,148+63.2% |
| Participant deferral / active EE | $9,047 | $5,724+58.1% | $7,297+24.0% | $3,540+155.6% |
| Admin fee / account holder | $12 | $124-90.5% | $10,844-99.9% | $142-91.7% |