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 | $40,975 |
ASCENSUS LLC3 years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $32,763 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,642 | $49,468+14.5% | $150,298-62.3% | $103,975-45.5% |
| Participation rate | 89.6% | 58.1%+31.5pp | 77.8%+11.9pp | 72.5%+17.1pp |
| Annual return | 13.16% | 38.98%-25.8pp | 62.79%-49.6pp | 19.41%-6.3pp |
| Employer contribution / active EE | $1,620 | $1,670-3.0% | $4,154-61.0% | $3,722-56.5% |
| Participant deferral / active EE | $5,165 | $2,650+94.9% | $5,453-5.3% | $5,343-3.3% |
| Admin fee / account holder | $219 | $385-43.1% | $14,116-98.5% | $332-34.2% |