Filed March 17, 2026
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $51,900 |
RT JONES CAPITAL EQUITIES MGMT INC10+ years Service code 26 · EIN 20-1090152 | Advisory (Participants) | $33,120 |
Filed as: APOLLON WEALTH MGMT LLC Service code 26 · EIN 82-3706323 | Advisory (Participants) | $17,641 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,486 | $38,165-12.3% | $189,758-82.4% | $69,255-51.6% |
| Participation rate | 98.3% | 66.7%+31.6pp | 79.8%+18.5pp | 69.0%+29.2pp |
| Annual return | 4.17% | 14.65%-10.5pp | 52.62%-48.4pp | 26.73%-22.6pp |
| Employer contribution / active EE | $1,164 | $1,589-26.7% | $4,767-75.6% | $2,645-56.0% |
| Participant deferral / active EE | $0 | $2,073-100.0% | $5,856-100.0% | $2,890-100.0% |
| Admin fee / account holder | $104 | $714-85.4% | $20,388-99.5% | $733-85.8% |