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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC7+ years Filed as: RUBIN BROWN Service code 10 · EIN 43-0765316 | Accounting | $21,500 |
CONSTRUCTION BENEFITS AUDIT CORP7+ years Filed as: CONSTRUCTION ECONOMICS, LLC Service code 34 720 KIPLING STREET · LAKEWOOD, CO 80215 | Valuation (appraisals, etc.) | $15,761 |
MILLIMAN, INC.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $10,765 |
SHERMAN & HOWARD7+ years Filed as: SHERMAN & HOWARD, LLC Service code 29 · EIN 84-0420314 | Legal | $6,693 |
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 | $70,565 | $84,493-16.5% | $125,381-43.7% | $66,938+5.4% |
| Participation rate | 95.5% | 76.4%+19.1pp | 82.4%+13.1pp | 69.8%+25.7pp |
| Annual return | 8.32% | -8.49%+16.8pp | 572.31%-564.0pp | 1.58%+6.7pp |
| Employer contribution / active EE | $6,098 | $3,554+71.6% | $4,815+26.6% | $2,545+139.6% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $287 | $685-58.1% | $10,007-97.1% | $594-51.7% |