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 |
|---|---|---|
KATHMERE CAPITAL MANAGEMENT2 years Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 27 1000 CONTINENTAL DR STE 430 · KING OF PRUSSIA, PA 19406 | Advisory (Plan) | $42,481 |
KREISCHER MILLER5 years Service code 10 100 WITMER RD STE 350 · HORSHAM, PA 190442369 | Accounting | $12,234 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,488 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $121,021 | $87,733+37.9% | $106,551+13.6% | $85,856+41.0% |
| Participation rate | 90.7% | 71.9%+18.8pp | 76.1%+14.6pp | 69.3%+21.4pp |
| Annual return | 25.65% | 21.86%+3.8pp | 26.80%-1.2pp | 318.58%-292.9pp |
| Employer contribution / active EE | $2,346 | $2,073+13.2% | $2,819-16.8% | $2,565-8.6% |
| Participant deferral / active EE | $4,656 | $3,469+34.2% | $4,398+5.9% | $3,952+17.8% |
| Admin fee / account holder | $364 | $6,767-94.6% | $7,408-95.1% | $6,261-94.2% |