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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) | $10,161 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,572 | $71,873+24.6% | $86,698+3.3% | $68,490+30.8% |
| Participation rate | 98.4% | 72.2%+26.1pp | 76.6%+21.8pp | 67.9%+30.5pp |
| Annual return | 94.24% | 3.54%+90.7pp | 35.96%+58.3pp | -7.85%+102.1pp |
| Employer contribution / active EE | $3,817 | $2,173+75.6% | $2,837+34.6% | $2,597+47.0% |
| Participant deferral / active EE | $3,065 | $3,779-18.9% | $4,656-34.2% | $4,028-23.9% |
| Admin fee / account holder | $119 | $6,110-98.1% | $7,492-98.4% | $5,403-97.8% |