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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1+ years Filed as: RUBIN BROWN Service code 10 · EIN 43-0765316 | Accounting | $17,000 |
CONSTRUCTION BENEFITS AUDIT CORP1+ years Filed as: CONSTRUCTION ECONOMICS, LLC Service code 34 720 KIPLING STREET · LAKEWOOD, CO 80215 | Valuation (appraisals, etc.) | $9,608 |
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $8,075 |
SHERMAN & HOWARD1+ years Filed as: SHERMAN & HOWARD, LLC Service code 29 · EIN 84-0420314 | Legal | $5,826 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,017 | $76,551-39.9% | $123,894-62.9% | $62,881-26.8% |
| Participation rate | 96.6% | 73.0%+23.6pp | 81.4%+15.2pp | 69.3%+27.3pp |
| Annual return | 25.58% | 18.68%+6.9pp | 47.52%-21.9pp | 20.14%+5.4pp |
| Employer contribution / active EE | $3,491 | $2,882+21.1% | $4,617-24.4% | $2,281+53.1% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $314 | $4,826-93.5% | $8,357-96.2% | $4,296-92.7% |