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| Provider | Service type | Compensation |
|---|---|---|
THE AIMPOINT GROUP3 years Filed as: THE AIMPOINT GROUP LLC Service code 49 PO BOX 1586 · POMPANO BEACH, FL 33061 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,089 | $57,763+114.8% | $112,228+10.6% | $71,529+73.5% |
| Participation rate | 99.2% | 58.9%+40.3pp | 72.4%+26.8pp | 67.9%+31.3pp |
| Annual return | 13.64% | 18.26%-4.6pp | 30.23%-16.6pp | 28.97%-15.3pp |
| Employer contribution / active EE | $11,127 | $1,916+480.7% | $3,432+224.2% | $2,590+329.6% |
| Participant deferral / active EE | $6,173 | $2,865+115.5% | $4,800+28.6% | $4,291+43.8% |
| Admin fee / account holder | $50 | $1,563-96.8% | $7,752-99.4% | $1,588-96.9% |