Filed February 13, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 71-0294708 | Recordkeeping | $21,266 |
APTUS FINANCIAL LLC3 years Service code 99 · EIN 45-5430473 | Other Fees | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,160 | $47,180+6.3% | $149,723-66.5% | $74,473-32.6% |
| Participation rate | 58.2% | 63.4%-5.2pp | 78.8%-20.5pp | 70.7%-12.5pp |
| Annual return | 11.91% | 22.75%-10.8pp | 134.50%-122.6pp | 34.36%-22.4pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $121 | $343-64.7% | $13,215-99.1% | $347-65.1% |