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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 | $88,360+373.6% | $145,433+187.8% | $67,986+515.6% |
| Participation rate | 87.2% | 65.5%+21.8pp | 82.1%+5.1pp | 57.2%+30.0pp |
| Annual return | 9.63% | 63.15%-53.5pp | 66.58%-56.9pp | 31.67%-22.0pp |
| Employer contribution / active EE | $9,127 | $3,054+198.8% | $4,554+100.4% | $2,019+352.1% |
| Participant deferral / active EE | $6,789 | $5,932+14.4% | $7,897-14.0% | $3,358+102.2% |
| Admin fee / account holder | $1,578 | $3,313-52.4% | $13,129-88.0% | $3,203-50.7% |