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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 | $114,712-2.3% | $173,730-35.5% | $87,485+28.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 11.89% | 20.18%-8.3pp | 19.96%-8.1pp | 26.06%-14.2pp |
| Employer contribution / active EE | $2,975 | $2,904+2.5% | $4,577-35.0% | $2,596+14.6% |
| Participant deferral / active EE | $7,551 | $4,642+62.7% | $6,326+19.4% | $4,274+76.7% |
| Admin fee / account holder | $15,757 | $10,210+54.3% | $17,523-10.1% | $7,775+102.7% |