Filed June 1, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
KATHMERE CAPITAL MANAGEMENT6 years Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 27 435 DEVON PARK DR STE 715 · WAYNE, PA 190871946 | Advisory (Plan) | $34,283 |
KREISCHER MILLER9 years Service code 10 100 WITMER RD STE 350 · HORSHAM, PA 190442369 | Accounting | $15,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,109 | $97,648-37.4% | $121,663-49.8% | $87,485-30.1% |
| Participation rate | 96.6% | 70.5%+26.1pp | 74.5%+22.1pp | 68.9%+27.6pp |
| Annual return | 8.19% | 18.03%-9.8pp | 147.54%-139.4pp | 26.06%-17.9pp |
| Employer contribution / active EE | $2,658 | $2,300+15.5% | $3,020-12.0% | $2,596+2.4% |
| Participant deferral / active EE | $4,484 | $3,923+14.3% | $4,887-8.3% | $4,274+4.9% |
| Admin fee / account holder | $372 | $11,100-96.6% | $14,289-97.4% | $7,775-95.2% |