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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,508 | $56,540+10.6% | $185,849-66.4% | $86,821-28.0% |
| Participation rate | 99.2% | 65.5%+33.7pp | 81.7%+17.5pp | 72.3%+26.9pp |
| Annual return | 29.06% | 118.20%-89.1pp | 122.10%-93.0pp | 97.94%-68.9pp |
| Employer contribution / active EE | $1,517 | $1,844-17.8% | $5,169-70.7% | $2,406-37.0% |
| Participant deferral / active EE | $5,324 | $2,555+108.4% | $5,569-4.4% | $4,132+28.9% |
| Admin fee / account holder | $136 | $150-9.0% | $16,244-99.2% | $170-19.7% |