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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,642 | $57,610-1.7% | $154,803-63.4% | $102,872-44.9% |
| Participation rate | 89.6% | 59.5%+30.2pp | 78.1%+11.6pp | 73.0%+16.6pp |
| Annual return | 13.16% | 30.49%-17.3pp | 58.88%-45.7pp | 19.06%-5.9pp |
| Employer contribution / active EE | $1,620 | $1,883-14.0% | $4,305-62.4% | $3,526-54.1% |
| Participant deferral / active EE | $5,165 | $2,914+77.2% | $5,540-6.8% | $5,535-6.7% |
| Admin fee / account holder | $219 | $368-40.5% | $14,329-98.5% | $292-25.1% |