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 ASSOCIATES7+ years Service code 28 · EIN 94-2192581 | Investment Management | $113,492 |
MITCHELL & TITUS, LLP4 years Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $36,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $205,457 | $106,520+92.9% | $453,569-54.7% | $106,520+92.9% |
| Participation rate | 98.2% | 71.3%+26.9pp | 78.0%+20.2pp | 71.3%+26.9pp |
| Annual return | 12.91% | 19.28%-6.4pp | 64.43%-51.5pp | 19.28%-6.4pp |
| Employer contribution / active EE | $9,102 | $2,840+220.4% | $4,072+123.5% | $2,840+220.4% |
| Participant deferral / active EE | $8,142 | $4,948+64.6% | $6,211+31.1% | $4,948+64.6% |
| Admin fee / account holder | $9 | $75-87.7% | $11,214-99.9% | $75-87.7% |