Filed June 1, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
KATHMERE CAPITAL MANAGEMENT3 years Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 27 435 DEVON PARK DR STE 715 · WAYNE, PA 190871946 | Advisory (Plan) | $41,107 |
KREISCHER MILLER6 years Service code 10 100 WITMER RD STE 350 · HORSHAM, PA 190442369 | Accounting | $13,202 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,575 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,041 | $73,009+32.9% | $90,760+6.9% | $68,486+41.7% |
| Participation rate | 88.7% | 70.8%+17.8pp | 75.7%+13.0pp | 67.9%+20.8pp |
| Annual return | -4.14% | -13.81%+9.7pp | -12.16%+8.0pp | -7.85%+3.7pp |
| Employer contribution / active EE | $2,361 | $2,193+7.7% | $2,922-19.2% | $2,597-9.1% |
| Participant deferral / active EE | $5,063 | $3,626+39.6% | $4,565+10.9% | $4,028+25.7% |
| Admin fee / account holder | $367 | $5,896-93.8% | $8,444-95.7% | $5,404-93.2% |