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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICE LLC Service code 13 · EIN 16-1503696 | Contract Administrator | $20,378 |
Filed as: CAPFINANCIAL PARTNERTS, INC Service code 26 4209 SIX FORKS ROAD SUITE 1700 · RALEIGH, NC 27609 | Advisory (Participants) | $3,055 |
KATHMERE CAPITAL MANAGEMENT6 years Filed as: KATHMERE CAPITAL MANAGERMENT LLC Service code 26 1000 CONTINENTAL DRIVE · KING OF PRUSSIA, PA 19406 | Advisory (Participants) | $852 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $85,006-100.0% | $76,190-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 82.9%-82.9pp | 79.3%-79.3pp | 80.3%-80.3pp |
| Annual return | -89.95% | 13.11%-103.1pp | 13.78%-103.7pp | 561.29%-651.2pp |
| Employer contribution / active EE | $0 | $5,265-100.0% | $4,578-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $6,392-100.0% | $5,474-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $5,760-100.0% | $5,123-100.0% | $13,397-100.0% |