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 ASSOCIATES6+ years Service code 28 · EIN 94-2192581 | Investment Management | $103,041 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,978 | $106,273+73.1% | $379,746-51.6% | $106,273+73.1% |
| Participation rate | 99.4% | 70.8%+28.6pp | 78.4%+20.9pp | 70.8%+28.6pp |
| Annual return | 17.62% | 21.70%-4.1pp | 34.90%-17.3pp | 21.70%-4.1pp |
| Employer contribution / active EE | $9,265 | $2,722+240.3% | $3,540+161.8% | $2,722+240.3% |
| Participant deferral / active EE | $7,981 | $4,601+73.4% | $6,024+32.5% | $4,601+73.4% |
| Admin fee / account holder | $6 | $78-91.9% | $7,927-99.9% | $78-91.9% |