Filed October 7, 2024
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| Provider | Service type | Compensation |
|---|---|---|
THE AIMPOINT GROUP1 year 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,636 | $57,752-69.5% | $112,273-84.3% | $71,511-75.3% |
| Participation rate | 60.4% | 58.8%+1.6pp | 72.4%-12.0pp | 67.9%-7.5pp |
| Annual return | 14.92% | 18.25%-3.3pp | 30.23%-15.3pp | 28.86%-13.9pp |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,431-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,285 | $2,860-55.1% | $4,800-73.2% | $4,291-70.1% |
| Admin fee / account holder | $5 | $1,586-99.7% | $7,752-99.9% | $1,588-99.7% |