Filed February 13, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
APTUS FINANCIAL LLC5 years Service code 99 · EIN 45-5430473 | Other Fees | $11,000 |
ASCENSUS LLC2 years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $5,482 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,315 | $36,002+92.5% | $161,489-57.1% | $64,728+7.1% |
| Participation rate | 59.8% | 57.4%+2.3pp | 78.7%-18.9pp | 57.9%+1.9pp |
| Annual return | 12.34% | 33.93%-21.6pp | 89.72%-77.4pp | 49.38%-37.0pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $0 | $1,815-100.0% | $5,630-100.0% | $2,729-100.0% |
| Admin fee / account holder | $229 | $931-75.4% | $16,006-98.6% | $1,145-80.0% |