Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
APTUS FINANCIAL LLC1 year Filed as: APTUS FINANCIAL Service code 27 · EIN 45-5430473 | Advisory (Plan) | $12,663 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $690 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,493 | $104,479-34.4% | $159,474-57.1% | $79,391-13.7% |
| Participation rate | 99.4% | 76.6%+22.8pp | 82.8%+16.6pp | 70.7%+28.7pp |
| Annual return | 25.57% | 67.98%-42.4pp | 263.68%-238.1pp | 116.88%-91.3pp |
| Employer contribution / active EE | $5,454 | $3,417+59.6% | $4,831+12.9% | $2,428+124.6% |
| Participant deferral / active EE | $8,255 | $6,468+27.6% | $7,353+12.3% | $4,046+104.0% |
| Admin fee / account holder | $71 | $711-90.0% | $10,802-99.3% | $627-88.6% |