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| Provider | Service type | Compensation |
|---|---|---|
BAKER ASSET MANAGEMENT2 years Service code 26 · EIN 73-1414084 | Advisory (Participants) | $83,249 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,471 |
BISON WEALTH LLC1 year Filed as: BISON CAPITAL ADVISORS, LLC Service code 26 · EIN 73-1414084 | Advisory (Participants) | $5,454 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $439,410 | $136,307+222.4% | $177,848+147.1% | $73,497+497.9% |
| Participation rate | 96.3% | 86.1%+10.2pp | 87.7%+8.6pp | 70.7%+25.6pp |
| Annual return | 13.42% | 18.68%-5.3pp | 48.33%-34.9pp | 28.51%-15.1pp |
| Employer contribution / active EE | $15,102 | $3,712+306.8% | $5,919+155.2% | $2,270+565.3% |
| Participant deferral / active EE | $12,978 | $5,829+122.7% | $7,714+68.2% | $3,740+247.0% |
| Admin fee / account holder | $1,019 | $596+71.1% | $12,431-91.8% | $513+98.6% |