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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 22 · EIN 13-2638166 THE JMR WEALTH MANAGEMENT GROUP · NEW YORK, NY 10171 | Insurance Broker | $212,654 |
ORIENTAL PENSION CONSULTANTS2+ years Filed as: ORIENTAL PENSIONS CONSULTANTS, INC Service code 15 · EIN 59-2356441 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Recordkeeping | $30,735 |
LANDA UMPIERRE PSC1 year Service code 10 PO BOX 363642 · SAN JUAN, PR 009363642 | Accounting | $18,918 |
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 | $257,125 | $80,753+218.4% | $136,298+88.6% | $62,293+312.8% |
| Participation rate | 84.1% | 73.5%+10.6pp | 81.9%+2.2pp | 69.5%+14.6pp |
| Annual return | 10.51% | 35.83%-25.3pp | 5156.27%-5145.8pp | 28.90%-18.4pp |
| Employer contribution / active EE | $7,017 | $2,884+143.3% | $4,696+49.4% | $2,042+243.6% |
| Participant deferral / active EE | $5,408 | $5,164+4.7% | $6,247-13.4% | $3,169+70.6% |
| Admin fee / account holder | $325 | $525-38.2% | $9,244-96.5% | $479-32.2% |