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| Provider | Service type | Compensation |
|---|---|---|
ATON ADVISORS LLC2 years Filed as: ATON FINANCIAL LLC Service code 27 1590 PONDE DE LEON AVE STE 206 · SAN JUAN, PR 00926 | Advisory (Plan) | $17,919 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,395 |
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 | $112,045 | $108,825+3.0% | $156,181-28.3% | $82,448+35.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 11.89% | 20.59%-8.7pp | 64.87%-53.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,975 | $2,870+3.7% | $4,294-30.7% | $2,551+16.6% |
| Participant deferral / active EE | $7,551 | $4,577+65.0% | $6,132+23.1% | $4,139+82.4% |
| Admin fee / account holder | $15,757 | $9,341+68.7% | $14,586+8.0% | $7,234+117.8% |