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| Provider | Service type | Compensation |
|---|---|---|
ATON ADVISORS LLC1 year Filed as: ATON FINANCIAL LLC Service code 27 1590 PONDE DE LEON AVE STE 206 · SAN JUAN, PR 00926 | Advisory (Plan) | $16,292 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,782 | $101,795-26.5% | $165,100-54.7% | $80,959-7.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 10.40% | 16.73%-6.3pp | 70.21%-59.8pp | 35.67%-25.3pp |
| Employer contribution / active EE | $2,268 | $2,954-23.2% | $4,348-47.8% | $2,757-17.7% |
| Participant deferral / active EE | $5,446 | $4,476+21.7% | $6,035-9.8% | $4,300+26.6% |
| Admin fee / account holder | $1,440 | $8,221-82.5% | $12,696-88.7% | $6,925-79.2% |