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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 22 · EIN 13-2638166 THE JMR WEALTH MANAGEMENT GROUP · NEW YORK, NY 10171 | Insurance Broker | $220,030 |
ORIENTAL PENSION CONSULTANTS1+ years Filed as: ORIENTAL PENSIONS CONSULTANTS, INC Service code 15 · EIN 59-2356441 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Recordkeeping | $32,272 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,171 | $75,183+220.8% | $123,894+94.7% | $55,167+337.2% |
| Participation rate | 84.6% | 72.8%+11.8pp | 81.4%+3.2pp | 69.0%+15.6pp |
| Annual return | -1.73% | 19.01%-20.7pp | 47.52%-49.2pp | 169.23%-171.0pp |
| Employer contribution / active EE | $6,653 | $2,823+135.6% | $4,617+44.1% | $1,963+239.0% |
| Participant deferral / active EE | $4,872 | $5,084-4.2% | $5,984-18.6% | $3,054+59.5% |
| Admin fee / account holder | $171 | $663-74.1% | $8,357-97.9% | $504-66.0% |