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| Provider | Service type | Compensation |
|---|---|---|
THE AIMPOINT GROUP1 year Filed as: THE AIMPOINT GROUP, LLC Service code 49 | Other Services | $1,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,863 | $64,176-58.1% | $112,249-76.1% | $66,938-59.9% |
| Participation rate | 50.6% | 68.4%-17.8pp | 75.1%-24.4pp | 69.8%-19.2pp |
| Annual return | -20.10% | -13.80%-6.3pp | 27.48%-47.6pp | 1.58%-21.7pp |
| Employer contribution / active EE | $2,854 | $3,007-5.1% | $3,636-21.5% | $2,545+12.1% |
| Participant deferral / active EE | $3,500 | $3,694-5.2% | $4,729-26.0% | $4,238-17.4% |
| Admin fee / account holder | $8 | $626-98.7% | $6,412-99.9% | $594-98.6% |