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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 | $75,058+457.6% | $152,301+174.8% | $64,340+550.4% |
| Participation rate | 87.2% | 60.9%+26.3pp | 82.4%+4.8pp | 55.2%+32.0pp |
| Annual return | 9.63% | 29.93%-20.3pp | 80.50%-70.9pp | 24.14%-14.5pp |
| Employer contribution / active EE | $9,127 | $2,605+250.4% | $4,624+97.4% | $1,862+390.2% |
| Participant deferral / active EE | $6,789 | $5,041+34.7% | $8,004-15.2% | $2,980+127.8% |
| Admin fee / account holder | $1,578 | $4,050-61.0% | $14,398-89.0% | $3,703-57.4% |