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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $46,084 |
MGKS1 year Service code 11 · EIN 86-1001235 7600 NORTH 16TH STREET SUITE 240 · PHOENIX, AZ 85020 | Actuarial | $32,098 |
WALLACE PLESE & DREHER, LLP9+ years Filed as: WALLACE, PLESE DREHER, LLP Service code 26 · EIN 86-0841383 3933 S. MCCLINTOK DRIVE, SUITE 500 · TEMPE, AZ 85282 | Advisory (Participants) | $13,700 |
FIDUCIARY WISE, LLC6 years Service code 26 · EIN 81-3799174 500 E. BENRICH DRIVE · GILBERT, AZ 85295 | Advisory (Participants) | $10,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,819 | $57,739-46.6% | $112,273-72.5% | $74,460-58.6% |
| Participation rate | 79.5% | 55.6%+23.9pp | 72.4%+7.1pp | 70.7%+8.8pp |
| Annual return | 12.75% | 19.52%-6.8pp | 30.23%-17.5pp | 34.38%-21.6pp |
| Employer contribution / active EE | $2,466 | $1,675+47.2% | $3,431-28.1% | $2,638-6.5% |
| Participant deferral / active EE | $0 | $2,891-100.0% | $4,800-100.0% | $4,530-100.0% |
| Admin fee / account holder | $362 | $462-21.6% | $7,752-95.3% | $348+4.2% |