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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 22 THE JMR WEALTH MANAGEMENT GROUP · NEW YORK, NY 10171 | Insurance Broker | $212,703 |
NPPG1 year Filed as: NPPG RECORD KEEPING SOLUTIONS LLC Service code 15 494 SYCAMORE AVENUE · SHREWSBURY, NJ 07702 | Recordkeeping | $28,711 |
LANDA UMPIERRE PSC8 years Service code 10 PO BOX 363642 · SAN JUAN, PR 00936 | Accounting | $5,206 |
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 | $405,133 | $101,653+298.5% | $147,080+175.4% | $74,459+444.1% |
| Participation rate | 84.7% | 75.6%+9.1pp | 82.2%+2.5pp | 67.2%+17.4pp |
| Annual return | 18.34% | 8754.98%-8736.6pp | 420.17%-401.8pp | 1369.70%-1351.4pp |
| Employer contribution / active EE | $9,187 | $3,813+140.9% | $4,933+86.2% | $2,626+249.9% |
| Participant deferral / active EE | $6,805 | $7,304-6.8% | $8,066-15.6% | $4,350+56.5% |
| Admin fee / account holder | $1,491 | $1,752-14.9% | $12,989-88.5% | $1,945-23.3% |