Filed February 13, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
APTUS FINANCIAL LLC1 year Service code 99 · EIN 45-5430473 | Other Fees | $36,400 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,508 | $56,485+10.7% | $185,823-66.4% | $86,799-28.0% |
| Participation rate | 99.2% | 65.5%+33.7pp | 81.7%+17.5pp | 72.3%+26.9pp |
| Annual return | 29.06% | 118.04%-89.0pp | 122.05%-93.0pp | 97.91%-68.8pp |
| Employer contribution / active EE | $1,517 | $1,843-17.7% | $5,167-70.6% | $2,405-36.9% |
| Participant deferral / active EE | $5,324 | $2,553+108.5% | $5,568-4.4% | $4,131+28.9% |
| Admin fee / account holder | $136 | $150-8.9% | $16,237-99.2% | $170-19.7% |