Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 22 · EIN 13-2638166 THE JMR WEALTH MANAGEMENT GROUP · NEW YORK, NY 10171 | Insurance Broker | $218,623 |
ORIENTAL PENSION CONSULTANTS5+ years Filed as: ORIENTAL PENSIONS CONSULTANTS, INC Service code 15 · EIN 59-2356441 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Recordkeeping | $30,325 |
LANDA UMPIERRE PSC4 years Service code 10 PO BOX 363642 · SAN JUAN, PR 009363642 | Accounting | $3,813 |
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 | $304,000 | $99,957+204.1% | $149,745+103.0% | $73,497+313.6% |
| Participation rate | 87.2% | 75.7%+11.5pp | 82.5%+4.8pp | 70.7%+16.6pp |
| Annual return | 4.99% | 53.87%-48.9pp | 276.72%-271.7pp | 28.51%-23.5pp |
| Employer contribution / active EE | $5,823 | $3,191+82.5% | $4,646+25.3% | $2,270+156.5% |
| Participant deferral / active EE | $6,214 | $6,073+2.3% | $6,843-9.2% | $3,740+66.2% |
| Admin fee / account holder | $303 | $551-45.0% | $9,312-96.7% | $513-41.0% |