Filed June 1, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
KATHMERE CAPITAL MANAGEMENT6 years Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 27 435 DEVON PARK DR STE 715 · WAYNE, PA 190871946 | Advisory (Plan) | $34,283 |
KREISCHER MILLER9 years Service code 10 100 WITMER RD STE 350 · HORSHAM, PA 190442369 | Accounting | $15,750 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,109 | $94,436-35.3% | $115,599-47.1% | $82,637-26.1% |
| Participation rate | 96.6% | 70.4%+26.1pp | 74.3%+22.3pp | 68.1%+28.5pp |
| Annual return | 8.19% | 18.37%-10.2pp | 111.10%-102.9pp | 53.51%-45.3pp |
| Employer contribution / active EE | $2,658 | $2,324+14.4% | $2,955-10.1% | $2,552+4.1% |
| Participant deferral / active EE | $4,484 | $3,955+13.4% | $4,889-8.3% | $4,126+8.7% |
| Admin fee / account holder | $372 | $10,328-96.4% | $12,841-97.1% | $7,339-94.9% |