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 ASSOCIATES9+ years Service code 28 · EIN 94-2192581 | Investment Management | $157,165 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY, LLP Service code 10 · EIN 22-2428965 | Accounting | $37,500 |
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 | $188,985 | $96,393+96.1% | $130,298+45.0% | $96,393+96.1% |
| Participation rate | 97.4% | 71.3%+26.2pp | 76.3%+21.2pp | 71.3%+26.2pp |
| Annual return | 16.21% | 22.88%-6.7pp | 38.90%-22.7pp | 22.88%-6.7pp |
| Employer contribution / active EE | $9,938 | $3,239+206.9% | $4,128+140.8% | $3,239+206.9% |
| Participant deferral / active EE | $8,820 | $5,455+61.7% | $6,790+29.9% | $5,455+61.7% |
| Admin fee / account holder | $11 | $74-84.5% | $6,025-99.8% | $74-84.5% |