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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICE LLC Service code 13 · EIN 16-1503696 | Contract Administrator | $32,762 |
KATHMERE CAPITAL MANAGEMENT4 years Filed as: KATHMERE CAPITAL MANAGERMENT LLC Service code 26 1000 CONTINENTAL DRIVE · KING OF PRUSSIA, PA 19406 | Advisory (Participants) | $8,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,016 | $43,709-86.2% | $61,491-90.2% | $64,824-90.7% |
| Participation rate | 67.4% | 69.2%-1.8pp | 79.3%-12.0pp | 71.5%-4.1pp |
| Annual return | -14.60% | -9.98%-4.6pp | -12.98%-1.6pp | 32.84%-47.4pp |
| Employer contribution / active EE | $869 | $2,113-58.9% | $4,246-79.5% | $2,507-65.3% |
| Participant deferral / active EE | $350 | $3,022-88.4% | $5,188-93.3% | $4,311-91.9% |
| Admin fee / account holder | $119 | $131-9.5% | $4,312-97.2% | $188-36.8% |