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 LLC4+ years Filed as: CALLAN ASSOCIATES Service code 28 · EIN 94-2192581 | Investment Management | $143,331 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $72,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,259 | $73,367+76.2% | $106,387+21.5% | $73,367+76.2% |
| Participation rate | 98.7% | 69.5%+29.2pp | 77.5%+21.2pp | 69.5%+29.2pp |
| Annual return | 1.19% | 173.45%-172.3pp | 0.25%+0.9pp | 173.45%-172.3pp |
| Employer contribution / active EE | $8,096 | $2,499+224.0% | $3,520+130.0% | $2,499+224.0% |
| Participant deferral / active EE | $6,789 | $4,033+68.4% | $5,421+25.2% | $4,033+68.4% |
| Admin fee / account holder | $14 | $68-80.2% | $7,510-99.8% | $68-80.2% |