Filed February 13, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $151,607 |
APTUS FINANCIAL LLC1 year Filed as: APTUS FINANCIAL Service code 99 · EIN 45-5430473 | Other Fees | $30,800 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,893 | $46,332+12.0% | $143,797-63.9% | $64,824-19.9% |
| Participation rate | 89.9% | 64.2%+25.7pp | 80.3%+9.6pp | 71.5%+18.4pp |
| Annual return | -12.74% | -10.05%-2.7pp | -0.04%-12.7pp | 32.84%-45.6pp |
| Employer contribution / active EE | $1,378 | $1,911-27.9% | $4,952-72.2% | $2,507-45.0% |
| Participant deferral / active EE | $5,106 | $2,647+92.9% | $5,638-9.4% | $4,311+18.4% |
| Admin fee / account holder | $160 | $154+4.0% | $14,679-98.9% | $188-14.8% |