Filed June 1, 2026 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 27 1000 CONTINENTAL DR STE 430 · KING OF PRUSSIA, PA 19406 | Advisory (Plan) | $22,702 |
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $16,007 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,475 |
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 reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,510 | $70,917+43.1% | $98,920+2.6% | $73,497+38.1% |
| Participation rate | 90.9% | 73.8%+17.1pp | 76.0%+14.9pp | 70.7%+20.2pp |
| Annual return | 4.23% | 34.18%-29.9pp | 196.47%-192.2pp | 28.51%-24.3pp |
| Employer contribution / active EE | $1,066 | $2,037-47.7% | $2,689-60.4% | $2,270-53.0% |
| Participant deferral / active EE | $4,239 | $3,501+21.1% | $4,245-0.1% | $3,740+13.3% |
| Admin fee / account holder | $264 | $535-50.6% | $6,643-96.0% | $513-48.5% |