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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 22 THE JMR WEALTH MANAGEMENT GROUP · NEW YORK, NY 10171 | Insurance Broker | $245,499 |
NPPG2 years Filed as: NPPG RECORD KEEPING SOLUTIONS LLC Service code 15 494 SYCAMORE AVENUE · SHREWSBURY, NJ 07702 | Recordkeeping | $30,650 |
LANDA UMPIERRE PSC9 years Service code 10 PO BOX 363642 · SAN JUAN, PR 00936 | Accounting | $11,325 |
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 | $418,490 | $76,642+446.0% | $146,866+184.9% | $65,306+540.8% |
| Participation rate | 87.2% | 61.2%+26.0pp | 82.5%+4.7pp | 57.7%+29.6pp |
| Annual return | 9.63% | 33.40%-23.8pp | 102.85%-93.2pp | 21.94%-12.3pp |
| Employer contribution / active EE | $9,127 | $2,621+248.3% | $4,425+106.3% | $1,967+363.9% |
| Participant deferral / active EE | $6,789 | $4,864+39.6% | $7,759-12.5% | $2,959+129.4% |
| Admin fee / account holder | $1,578 | $3,960-60.1% | $13,620-88.4% | $3,480-54.6% |