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 | $36,773+54.0% | $189,758-70.2% | $85,660-33.9% |
| Participation rate | 89.6% | 63.3%+26.4pp | 79.8%+9.9pp | 74.8%+14.8pp |
| Annual return | 13.16% | 55.47%-42.3pp | 52.62%-39.5pp | 19.52%-6.4pp |
| Employer contribution / active EE | $1,620 | $1,536+5.5% | $4,767-66.0% | $4,199-61.4% |
| Participant deferral / active EE | $5,165 | $1,800+187.0% | $5,856-11.8% | $3,518+46.8% |
| Admin fee / account holder | $219 | $132+66.2% | $20,388-98.9% | $224-2.3% |