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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHEPHERD FINANCIAL PARTNERS Service code 28 | Investment Management | $62,617 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,669-100.0% | $329,695-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.4%-43.4pp | 11.0%-11.0pp |
| Annual return | 9.98% | 8.12%+1.9pp | 9.82%+0.2pp | 8.21%+1.8pp |
| Employer contribution / active EE | $9,616 | $16,766-42.6% | $30,322-68.3% | $13,841-30.5% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,840-100.0% | $1,652-100.0% |