Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
KATHMERE CAPITAL MANAGEMENT4 years Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 22 435 DEVON PARK DR STE 715 · WAYNE, PA 190871946 | Insurance Broker | $25,733 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,776 |
Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 13 · EIN 52-0783935 | Contract Administrator | $20,534 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,271 | $83,023-32.2% | $102,437-45.1% | $77,762-27.6% |
| Participation rate | 47.2% | 71.5%-24.3pp | 74.5%-27.3pp | 70.6%-23.4pp |
| Annual return | 13.31% | 19.12%-5.8pp | 24.95%-11.6pp | 31.27%-18.0pp |
| Employer contribution / active EE | $1,292 | $3,552-63.6% | $3,871-66.6% | $2,728-52.6% |
| Participant deferral / active EE | $2,178 | $4,110-47.0% | $5,060-56.9% | $4,651-53.2% |
| Admin fee / account holder | $325 | $639-49.1% | $8,388-96.1% | $433-24.8% |