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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 22 · EIN 13-2638166 THE JMR WEALTH MANAGEMENT GROUP · NEW YORK, NY 10171 | Insurance Broker | $236,178 |
ORIENTAL PENSION CONSULTANTS7+ years Filed as: ORIENTAL PENSIONS CONSULTANTS, INC Service code 15 · EIN 59-2356441 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Recordkeeping | $29,502 |
LANDA UMPIERRE PSC6 years Service code 10 PO BOX 363642 · SAN JUAN, PR 009363642 | Accounting | $9,904 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $352,178 | $84,499+316.8% | $125,391+180.9% | $66,949+426.0% |
| Participation rate | 90.8% | 76.4%+14.3pp | 82.4%+8.4pp | 69.8%+20.9pp |
| Annual return | -7.93% | -8.49%+0.6pp | 572.41%-580.3pp | 1.57%-9.5pp |
| Employer contribution / active EE | $9,650 | $3,554+171.6% | $4,816+100.4% | $2,545+279.1% |
| Participant deferral / active EE | $7,813 | $6,785+15.2% | $7,448+4.9% | $4,239+84.3% |
| Admin fee / account holder | $2,019 | $685+194.7% | $10,009-79.8% | $594+240.1% |