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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,760 | $50,860-25.8% | $155,574-75.7% | $77,714-51.4% |
| Participation rate | 42.0% | 63.1%-21.2pp | 78.2%-36.2pp | 70.6%-28.6pp |
| Annual return | 29.92% | 34.86%-4.9pp | 64.87%-34.9pp | 31.26%-1.3pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $2,133 | $2,825-24.5% | $5,629-62.1% | $4,649-54.1% |
| Admin fee / account holder | $90 | $436-79.5% | $15,914-99.4% | $433-79.3% |