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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHEPHERD FINANCIAL INVESTMENT ADV Service code 27 111 CONGRESSIONAL BOULEVARD · CARMEL, IA 46032 | Advisory (Plan) | $11,233 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,405 | $86,298-59.0% | $111,308-68.2% | $85,847-58.8% |
| Participation rate | 96.7% | 73.3%+23.3pp | 77.3%+19.3pp | 69.3%+27.3pp |
| Annual return | 13.79% | 19.99%-6.2pp | 54.67%-40.9pp | 318.61%-304.8pp |
| Employer contribution / active EE | $3,160 | $2,044+54.6% | $2,732+15.7% | $2,565+23.2% |
| Participant deferral / active EE | $2,946 | $3,641-19.1% | $4,487-34.4% | $3,952-25.5% |
| Admin fee / account holder | $128 | $8,189-98.4% | $7,965-98.4% | $6,261-98.0% |