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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 65-1251135 1551 FORUM PLACE - SUITE 300A · WEST PALM BEACH, FL 33401 | Advisory (Plan) | $30,000 |
THE AIMPOINT GROUP1 year Service code 13 · EIN 46-1931817 P.O. BOX 220156 · HOLLYWOOD, FL 33022 | Contract Administrator | $9,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,382 | $40,522+9.5% | $84,637-47.6% | $67,582-34.3% |
| Participation rate | 9.2% | 51.1%-41.9pp | 68.2%-59.0pp | 71.3%-62.1pp |
| Annual return | 21.12% | 32.72%-11.6pp | 258.82%-237.7pp | 378.57%-357.5pp |
| Employer contribution / active EE | $79 | $1,146-93.1% | $2,653-97.0% | $2,148-96.3% |
| Participant deferral / active EE | $497 | $2,132-76.7% | $3,900-87.3% | $3,539-86.0% |
| Admin fee / account holder | $409 | $145+181.3% | $4,914-91.7% | $142+187.2% |