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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC9+ years Filed as: RUBIN BROWN Service code 10 · EIN 43-0765316 | Accounting | $63,220 |
CONSTRUCTION BENEFITS AUDIT CORP9+ years Filed as: CONSTRUCTION ECONOMICS, LLC Service code 34 720 KIPLING STREET · LAKEWOOD, CO 80215 | Valuation (appraisals, etc.) | $22,100 |
MILLIMAN, INC.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $15,630 |
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.
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 | $78,866 | $101,591-22.4% | $147,096-46.4% | $74,429+6.0% |
| Participation rate | 98.5% | 75.5%+23.0pp | 82.2%+16.3pp | 67.2%+31.3pp |
| Annual return | 8.71% | 8746.45%-8737.7pp | 419.75%-411.0pp | 1368.38%-1359.7pp |
| Employer contribution / active EE | $7,479 | $3,813+96.2% | $4,936+51.5% | $2,625+184.9% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $479 | $1,750-72.6% | $13,005-96.3% | $1,944-75.4% |