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| Provider | Service type | Compensation |
|---|---|---|
APTUS FINANCIAL LLC3 years Filed as: APTUS FINANCIAL Service code 27 · EIN 45-5430473 | Advisory (Plan) | $9,590 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,695 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,859 | $82,678-44.5% | $125,391-63.4% | $68,490-33.0% |
| Participation rate | 70.7% | 75.1%-4.4pp | 82.4%-11.7pp | 67.9%+2.8pp |
| Annual return | -16.66% | -5.97%-10.7pp | 572.41%-589.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,331 | $3,382-31.1% | $4,816-51.6% | $2,597-10.2% |
| Participant deferral / active EE | $4,827 | $6,111-21.0% | $7,448-35.2% | $4,028+19.8% |
| Admin fee / account holder | $124 | $6,277-98.0% | $10,009-98.8% | $5,403-97.7% |