Filed October 7, 2024
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| Provider | Service type | Compensation |
|---|---|---|
THE AIMPOINT GROUP2 years Filed as: THE AIMPOINT GROUP, LLC Service code 49 PO BOX 33061 · POMPANO, FL 33061 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,231 | $62,327-65.9% | $120,354-82.4% | $74,495-71.5% |
| Participation rate | 61.8% | 56.8%+5.1pp | 71.9%-10.1pp | 67.2%-5.4pp |
| Annual return | 12.40% | 18.61%-6.2pp | 107.15%-94.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $592 | $1,843-67.9% | $3,463-82.9% | $2,623-77.4% |
| Participant deferral / active EE | $1,325 | $2,893-54.2% | $4,991-73.5% | $4,346-69.5% |
| Admin fee / account holder | $16 | $2,396-99.3% | $9,423-99.8% | $1,942-99.2% |