Filed February 13, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
APTUS FINANCIAL LLC1 year Service code 99 · EIN 45-5430473 | Other Fees | $13,000 |
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 | $55,863 | $56,540-1.2% | $185,851-69.9% | $86,821-35.7% |
| Participation rate | 89.8% | 65.5%+24.3pp | 81.7%+8.1pp | 72.3%+17.6pp |
| Annual return | 27.97% | 118.20%-90.2pp | 122.11%-94.1pp | 97.94%-70.0pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $104 | $150-30.3% | $16,245-99.4% | $170-38.5% |