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 | $35,730+58.5% | $158,223-64.2% | $83,436-32.1% |
| Participation rate | 89.6% | 59.7%+30.0pp | 79.2%+10.4pp | 73.2%+16.5pp |
| Annual return | 13.16% | 53.13%-40.0pp | 52.09%-38.9pp | 19.34%-6.2pp |
| Employer contribution / active EE | $1,620 | $1,450+11.7% | $4,109-60.6% | $4,072-60.2% |
| Participant deferral / active EE | $5,165 | $1,698+204.2% | $5,467-5.5% | $3,411+51.4% |
| Admin fee / account holder | $219 | $165+32.7% | $16,047-98.6% | $265-17.5% |