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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC6+ years Filed as: RUBIN BROWN Service code 10 · EIN 43-0765316 | Accounting | $18,220 |
CONSTRUCTION BENEFITS AUDIT CORP6+ years Filed as: CONSTRUCTION ECONOMICS, LLC Service code 34 720 KIPLING STREET · LAKEWOOD, CO 80215 | Valuation (appraisals, etc.) | $13,140 |
MILLIMAN, INC.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $10,382 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $68,133 | $104,479-34.8% | $159,474-57.3% | $79,391-14.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 21.93% | 67.98%-46.1pp | 263.68%-241.8pp | 116.88%-95.0pp |
| Employer contribution / active EE | $7,868 | $3,417+130.3% | $4,831+62.9% | $2,428+224.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $257 | $711-63.9% | $10,802-97.6% | $627-59.0% |