Filed February 13, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
APTUS FINANCIAL LLC4 years Service code 99 · EIN 45-5430473 | Other Fees | $39,100 |
ASCENSUS LLC2 years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $19,238 |
ERISA SERVICES, INC.2 years Service code 49 12748 KINGSTON PIKE · KNOXVILLE, TN 37933 | Other Services | $5,841 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,861 | $53,216-8.2% | $155,534-68.6% | $199,960-75.6% |
| Participation rate | 89.2% | 64.1%+25.0pp | 78.2%+10.9pp | 72.0%+17.2pp |
| Annual return | 15.77% | 41.18%-25.4pp | 64.92%-49.1pp | 34.28%-18.5pp |
| Employer contribution / active EE | $1,438 | $1,848-22.2% | $4,675-69.2% | $3,036-52.6% |
| Participant deferral / active EE | $5,000 | $3,164+58.0% | $5,630-11.2% | $5,087-1.7% |
| Admin fee / account holder | $162 | $186-12.8% | $15,900-99.0% | $269-39.9% |