Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SHEPHERD KAPLAN LLC1 year Service code 28 · EIN 83-0368447 | Investment Management | $5,321 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,756 | $45,079+301.0% | $69,461+160.2% | $72,983+147.7% |
| Participation rate | 97.3% | 68.5%+28.8pp | 74.6%+22.7pp | 69.5%+27.8pp |
| Annual return | 18.96% | 22.65%-3.7pp | 28.97%-10.0pp | 81.01%-62.1pp |
| Employer contribution / active EE | $4,737 | $2,055+130.5% | $2,779+70.4% | $2,440+94.1% |
| Participant deferral / active EE | $6,816 | $2,603+161.9% | $3,536+92.8% | $3,608+88.9% |
| Admin fee / account holder | $895 | $3,056-70.7% | $3,840-76.7% | $5,124-82.5% |