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| Provider | Service type | Compensation |
|---|---|---|
SHEPHERD KAPLAN LLC2 years Service code 28 · EIN 83-0368447 125 SUMMER ST FL 22ND · BOSTON, MA 02110 | Investment Management | $12,074 |
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 | $194,984 | $49,249+295.9% | $70,476+176.7% | $79,852+144.2% |
| Participation rate | 98.7% | 69.2%+29.6pp | 75.1%+23.7pp | 69.6%+29.1pp |
| Annual return | 10.92% | 30.09%-19.2pp | 109.12%-98.2pp | 31.72%-20.8pp |
| Employer contribution / active EE | $4,934 | $2,100+134.9% | $2,738+80.2% | $2,471+99.7% |
| Participant deferral / active EE | $7,405 | $2,769+167.5% | $3,710+99.6% | $3,740+98.0% |
| Admin fee / account holder | $898 | $2,878-68.8% | $3,847-76.7% | $5,306-83.1% |