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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS FIN SVCS Service code 33 · EIN 22-1211670 | Securities brokerage commissions and ... | $0 |
THE AIMPOINT GROUP1 year Service code 33 · EIN 71-0294708 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,121 | $122,042+88.6% | $184,243+24.9% | $74,429+209.2% |
| Participation rate | 82.0% | 85.5%-3.5pp | 86.8%-4.8pp | 67.2%+14.8pp |
| Annual return | 14.69% | 19.91%-5.2pp | 28.82%-14.1pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $1,402 | $4,538-69.1% | $6,427-78.2% | $2,625-46.6% |
| Participant deferral / active EE | $13,215 | $7,143+85.0% | $9,132+44.7% | $4,348+203.9% |
| Admin fee / account holder | $543 | $1,252-56.7% | $13,914-96.1% | $1,944-72.1% |