Filed June 1, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
KATHMERE CAPITAL MANAGEMENT4 years Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 27 435 DEVON PARK DR STE 715 · WAYNE, PA 190871946 | Advisory (Plan) | $35,712 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,666 | $71,516+32.4% | $98,439-3.8% | $71,457+32.5% |
| Participation rate | 85.7% | 72.7%+13.0pp | 75.2%+10.6pp | 67.9%+17.8pp |
| Annual return | -0.29% | 32.41%-32.7pp | 21.16%-21.5pp | 28.85%-29.1pp |
| Employer contribution / active EE | $2,332 | $2,399-2.8% | $3,048-23.5% | $2,588-9.9% |
| Participant deferral / active EE | $5,208 | $4,109+26.8% | $4,738+9.9% | $4,289+21.4% |
| Admin fee / account holder | $235 | $1,675-86.0% | $8,948-97.4% | $1,587-85.2% |