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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $16,303 |
WITHUMSMITH+BROWN, PC2+ years Filed as: RUBIN BROWN Service code 10 · EIN 43-0765316 | Accounting | $13,000 |
CONSTRUCTION BENEFITS AUDIT CORP2+ years Filed as: CONSTRUCTION ECONOMICS, LLC Service code 34 720 KIPLING STREET · LAKEWOOD, CO 80215 | Valuation (appraisals, etc.) | $11,866 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $46,007 | $225,748-79.6% | $136,298-66.2% | - |
| Participation rate | 99.0% | 69.2%+29.7pp | 81.9%+17.1pp | - |
| Annual return | 8.02% | 13.52%-5.5pp | 5156.27%-5148.3pp | - |
| Employer contribution / active EE | $4,324 | $3,134+37.9% | $4,696-7.9% | - |
| Participant deferral / active EE | $0 | $4,803-100.0% | $6,247-100.0% | - |
| Admin fee / account holder | $298 | $10,864-97.3% | $9,244-96.8% | - |