Filed June 1, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
KATHMERE CAPITAL MANAGEMENT5 years Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 27 435 DEVON PARK DR STE 715 · WAYNE, PA 190871946 | Advisory (Plan) | $39,640 |
KREISCHER MILLER8 years Service code 10 100 WITMER RD STE 350 · HORSHAM, PA 190442369 | Accounting | $15,000 |
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.)
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 | $113,328 | $78,485+44.4% | $106,213+6.7% | $74,495+52.1% |
| Participation rate | 85.3% | 72.8%+12.5pp | 75.3%+10.0pp | 67.2%+18.1pp |
| Annual return | 19.88% | 15.95%+3.9pp | 116.14%-96.3pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $2,437 | $2,523-3.4% | $3,171-23.2% | $2,623-7.1% |
| Participant deferral / active EE | $4,760 | $4,322+10.1% | $5,016-5.1% | $4,346+9.5% |
| Admin fee / account holder | $410 | $2,232-81.6% | $11,033-96.3% | $1,942-78.9% |