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| Provider | Service type | Compensation |
|---|---|---|
APTUS FINANCIAL LLC1 year Filed as: APTUS FINANCIAL Service code 27 · EIN 45-5430473 | Advisory (Plan) | $9,590 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $825 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,780 | $98,776-57.7% | $149,745-72.1% | $79,856-47.7% |
| Participation rate | 72.6% | 75.8%-3.2pp | 82.5%-9.9pp | 69.6%+3.0pp |
| Annual return | 15.64% | 27.38%-11.7pp | 276.72%-261.1pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,858 | $3,217-42.2% | $4,646-60.0% | $2,471-24.8% |
| Participant deferral / active EE | $3,960 | $5,681-30.3% | $6,843-42.1% | $3,741+5.9% |
| Admin fee / account holder | $96 | $6,053-98.4% | $9,312-99.0% | $5,306-98.2% |