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 | $46,464+49.2% | $150,298-53.9% | $79,634-13.0% |
| Participation rate | 59.8% | 57.0%+2.8pp | 77.8%-18.0pp | 62.5%-2.7pp |
| Annual return | 12.34% | 27.89%-15.6pp | 62.79%-50.4pp | 36.46%-24.1pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $229 | $891-74.3% | $14,116-98.4% | $1,002-77.1% |