Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
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| Provider | Service type | Compensation |
|---|---|---|
CALLAN ASSOCIATES7+ years Service code 28 · EIN 94-2192581 | Investment Management | $6,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $357,009 | $111,491+220.2% | $189,534+88.4% | $86,828+311.2% |
| Participation rate | 58.6% | 87.3%-28.7pp | 87.8%-29.2pp | 72.3%-13.7pp |
| Annual return | 13.94% | 83.50%-69.6pp | 555.39%-541.5pp | 97.95%-84.0pp |
| Employer contribution / active EE | $2,808 | $3,951-28.9% | $6,162-54.4% | $2,406+16.7% |
| Participant deferral / active EE | $5,970 | $6,437-7.2% | $8,220-27.4% | $4,132+44.5% |
| Admin fee / account holder | $7 | $189-96.2% | $12,049-99.9% | $170-95.8% |