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 | $38,006+49.0% | $161,489-64.9% | $89,670-36.8% |
| Participation rate | 89.6% | 55.7%+34.0pp | 78.7%+11.0pp | 71.2%+18.5pp |
| Annual return | 13.16% | 51.85%-38.7pp | 89.72%-76.6pp | 19.66%-6.5pp |
| Employer contribution / active EE | $1,620 | $1,536+5.5% | $4,268-62.0% | $4,041-59.9% |
| Participant deferral / active EE | $5,165 | $1,865+176.9% | $5,630-8.3% | $3,962+30.3% |
| Admin fee / account holder | $219 | $249-12.3% | $16,006-98.6% | $352-37.8% |