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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $29,175 |
CONSTRUCTION ECONOMICS, LLC10+ years Service code 34 720 KIPLING STREET · LAKEWOOD, CO 80215 | Valuation (appraisals, etc.) | $23,485 |
WITHUMSMITH+BROWN, PC10+ years Filed as: RUBIN BROWN Service code 10 · EIN 43-0765316 | Accounting | $22,000 |
BUTCHER JOSEPH & COMPANY1 year Filed as: BUTCHER JOSEPH & CO Service code 34 6 CARDINAL WAY · ST. LOUIS, MO 63102 | Valuation (appraisals, etc.) | $17,500 |
4 funds hold $509K of the plan's $16.7M. From the 2024 filing. Recordkeeper: Milliman.
| Fund | Dollars | % of funds% |
|---|---|---|
| Franklin Diversified Balanced Fund Franklin Templeton · Mutual fund Possible retail class A | $146K | 28.7% |
| Anchor Capital Balanced Fund Manager not matched · Mutual fund Possible retail class A | $124K | 24.3% |
| Registered Investment Companies PIMCO Low Duration Fund PIMCO (Allianz) · Mutual fund Possible retail class A | $124K | 24.3% |
| State Street Global Advisors ETF State Street (SSgA) · ETF | $116K | 22.7% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.