Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
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| Provider | Service type | Compensation |
|---|---|---|
CALLAN ASSOCIATES9+ years Service code 28 · EIN 94-2192581 | Investment Management | $5,378 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $350,265 | $100,272+249.3% | $170,055+106.0% | $74,478+370.3% |
| Participation rate | 46.4% | 87.4%-40.9pp | 87.0%-40.6pp | 70.7%-24.3pp |
| Annual return | 13.47% | 66.12%-52.7pp | 53.43%-40.0pp | 34.37%-20.9pp |
| Employer contribution / active EE | $1,749 | $4,266-59.0% | $6,790-74.2% | $2,637-33.7% |
| Participant deferral / active EE | $5,621 | $7,147-21.4% | $10,410-46.0% | $4,530+24.1% |
| Admin fee / account holder | $8 | $235-96.8% | $12,828-99.9% | $347-97.8% |