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 | $25,014 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $15,897 |
Filed as: APOLLON WEALTH MGMT LLC Service code 26 · EIN 82-3706323 | Advisory (Participants) | $9,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,760 | $50,815-25.7% | $155,509-75.7% | $77,643-51.4% |
| Participation rate | 42.0% | 63.1%-21.1pp | 78.2%-36.2pp | 70.6%-28.6pp |
| Annual return | 29.92% | 34.80%-4.9pp | 64.67%-34.7pp | 31.24%-1.3pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,133 | $2,822-24.4% | $5,626-62.1% | $4,647-54.1% |
| Admin fee / account holder | $90 | $437-79.5% | $15,912-99.4% | $430-79.2% |