Filed June 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
KATHMERE CAPITAL MANAGEMENT8 years Service code 27 · EIN 81-1449683 | Advisory (Plan) | $25,452 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,682 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,100 | $88,137+11.3% | $164,975-40.5% | $74,429+31.8% |
| Participation rate | 69.1% | 73.1%-4.0pp | 78.6%-9.5pp | 67.2%+1.9pp |
| Annual return | 17.45% | 17.13%+0.3pp | 70.12%-52.7pp | 1368.38%-1350.9pp |
| Employer contribution / active EE | $1,143 | $2,597-56.0% | $4,343-73.7% | $2,625-56.4% |
| Participant deferral / active EE | $3,709 | $4,501-17.6% | $6,033-38.5% | $4,348-14.7% |
| Admin fee / account holder | $316 | $2,231-85.8% | $12,688-97.5% | $1,944-83.8% |