Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 1,942 employees
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| Provider | Service type | Compensation |
|---|---|---|
CALLAN ASSOCIATES10+ years Service code 28 · EIN 94-2192581 | Investment Management | $139,041 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY, LLP Service code 10 · EIN 22-2428965 | Accounting | $43,470 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,152 | $99,313+111.6% | $133,698+57.2% | $99,313+111.6% |
| Participation rate | 96.8% | 71.7%+25.1pp | 76.4%+20.3pp | 71.7%+25.1pp |
| Annual return | 14.35% | 17.67%-3.3pp | 580.90%-566.5pp | 17.67%-3.3pp |
| Employer contribution / active EE | $10,931 | $3,264+234.9% | $4,218+159.2% | $3,264+234.9% |
| Participant deferral / active EE | $9,523 | $5,346+78.1% | $7,016+35.7% | $5,346+78.1% |
| Admin fee / account holder | $11 | $109-90.0% | $6,703-99.8% | $109-90.0% |