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 LLC5+ years Filed as: CALLAN ASSOCIATES Service code 28 · EIN 94-2192581 | Investment Management | $102,640 |
MITCHELL & TITUS, LLP2 years Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $36,000 |
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 | $152,831 | $89,569+70.6% | $392,568-61.1% | $89,569+70.6% |
| Participation rate | 99.1% | 69.6%+29.5pp | 78.1%+21.0pp | 69.6%+29.5pp |
| Annual return | 20.31% | 34.56%-14.2pp | 24.42%-4.1pp | 34.56%-14.2pp |
| Employer contribution / active EE | $8,813 | $2,584+241.0% | $3,783+132.9% | $2,584+241.0% |
| Participant deferral / active EE | $7,492 | $4,220+77.5% | $5,985+25.2% | $4,220+77.5% |
| Admin fee / account holder | $8 | $72-88.3% | $6,260-99.9% | $72-88.3% |