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| Provider | Service type | Compensation |
|---|---|---|
SHEPHERD KAPLAN LLC6 years Service code 28 · EIN 83-0368447 125 SUMMER ST FL 22ND · BOSTON, MA 02110 | Investment Management | $15,944 |
TIAA2 years Service code 23 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Insurance services | $12,970 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $209,594 | $48,327+333.7% | $67,575+210.2% | $80,935+159.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.69% | 18.31%-7.6pp | 3528.98%-3518.3pp | 35.66%-25.0pp |
| Employer contribution / active EE | $6,402 | $2,022+216.6% | $2,736+134.0% | $2,757+132.2% |
| Participant deferral / active EE | $9,698 | $2,927+231.3% | $4,003+142.2% | $4,299+125.6% |
| Admin fee / account holder | $696 | $3,692-81.1% | $3,993-82.6% | $6,924-89.9% |