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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $86,020 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $28,641 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,141 | $55,347+66.5% | $120,524-23.6% | $199,921-53.9% |
| Participation rate | 96.9% | 52.9%+44.0pp | 71.9%+25.0pp | 72.0%+24.9pp |
| Annual return | 16.39% | 15.37%+1.0pp | 107.36%-91.0pp | 34.28%-17.9pp |
| Employer contribution / active EE | $2,317 | $1,296+78.8% | $3,469-33.2% | $3,035-23.7% |
| Participant deferral / active EE | $7,884 | $2,350+235.4% | $4,994+57.9% | $5,089+54.9% |
| Admin fee / account holder | $97 | $134-27.8% | $9,440-99.0% | $269-64.0% |