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 | $46,464-27.9% | $150,298-77.7% | $79,634-58.0% |
| Participation rate | 98.3% | 57.0%+41.3pp | 77.8%+20.5pp | 62.5%+35.8pp |
| Annual return | 4.17% | 27.89%-23.7pp | 62.79%-58.6pp | 36.46%-32.3pp |
| Employer contribution / active EE | $1,164 | $1,512-23.0% | $4,154-72.0% | $2,529-54.0% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $104 | $891-88.3% | $14,116-99.3% | $1,002-89.6% |