Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
APTUS FINANCIAL LLC3 years Filed as: APTUS FINANCIAL Service code 27 · EIN 45-5430473 | Advisory (Plan) | $12,663 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,305 |
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 | $74,210 | $91,406-18.8% | $130,062-42.9% | $74,473-0.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | 27.33% | 23.21%+4.1pp | -137.37%+164.7pp | 34.36%-7.0pp |
| Employer contribution / active EE | $5,796 | $2,565+126.0% | $4,322+34.1% | $2,638+119.7% |
| Participant deferral / active EE | $8,591 | $4,724+81.9% | $5,821+47.6% | $4,530+89.6% |
| Admin fee / account holder | $45 | $283-84.0% | $10,601-99.6% | $347-87.0% |