Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
APTUS FINANCIAL LLC2 years Filed as: APTUS FINANCIAL Service code 27 · EIN 45-5430473 | Advisory (Plan) | $12,667 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $650 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,474 | $84,499-27.2% | $125,391-51.0% | $66,949-8.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 1.50% | -8.49%+10.0pp | 572.41%-570.9pp | 1.57%-0.1pp |
| Employer contribution / active EE | $5,405 | $3,554+52.1% | $4,816+12.2% | $2,545+112.3% |
| Participant deferral / active EE | $7,944 | $6,785+17.1% | $7,448+6.7% | $4,239+87.4% |
| Admin fee / account holder | $53 | $685-92.2% | $10,009-99.5% | $594-91.0% |