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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 22 THE JMR WEALTH MANAGEMENT GROUP · NEW YORK, NY 10171 | Insurance Broker | $245,499 |
NPPG2 years Filed as: NPPG RECORD KEEPING SOLUTIONS LLC Service code 15 494 SYCAMORE AVENUE · SHREWSBURY, NJ 07702 | Recordkeeping | $30,650 |
LANDA UMPIERRE PSC9 years Service code 10 PO BOX 363642 · SAN JUAN, PR 00936 | Accounting | $11,325 |
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.
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 | $418,490 | $90,107+364.4% | $182,262+129.6% | $69,733+500.1% |
| Participation rate | 87.2% | 64.8%+22.4pp | 84.2%+3.0pp | 62.5%+24.8pp |
| Annual return | 9.63% | 95.58%-85.9pp | 140.60%-131.0pp | 15.22%-5.6pp |
| Employer contribution / active EE | $9,127 | $3,043+199.9% | $5,046+80.9% | $2,250+305.6% |
| Participant deferral / active EE | $6,789 | $5,135+32.2% | $8,276-18.0% | $3,054+122.3% |
| Admin fee / account holder | $1,578 | $3,377-53.3% | $16,712-90.6% | $3,102-49.1% |