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| Provider | Service type | Compensation |
|---|---|---|
BAKER ASSET MANAGEMENT3 years Service code 16 · EIN 20-3018734 | Consulting | $146,618 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,911 |
BISON WEALTH LLC2 years Filed as: BISON CAPITAL ADVISORS, LLC Service code 16 · EIN 83-4284249 | Consulting | $12,909 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $488,683 | $121,341+302.7% | $189,545+157.8% | $79,389+515.6% |
| Participation rate | 98.2% | 86.1%+12.1pp | 87.8%+10.4pp | 70.7%+27.5pp |
| Annual return | 14.70% | 21.08%-6.4pp | 555.36%-540.7pp | 116.89%-102.2pp |
| Employer contribution / active EE | $19,152 | $3,915+389.2% | $6,162+210.8% | $2,428+688.8% |
| Participant deferral / active EE | $13,384 | $6,395+109.3% | $8,220+62.8% | $4,046+230.8% |
| Admin fee / account holder | $1,319 | $651+102.5% | $12,049-89.1% | $626+110.5% |