Filed October 4, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $60,834 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,197 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,505 | $41,774+109.5% | $118,946-26.4% | $90,274-3.1% |
| Participation rate | 30.5% | 55.0%-24.4pp | 75.4%-44.8pp | 73.4%-42.8pp |
| Annual return | 16.88% | 16.64%+0.2pp | 35.89%-19.0pp | 53.97%-37.1pp |
| Employer contribution / active EE | $517 | $986-47.5% | $3,263-84.1% | $2,523-79.5% |
| Participant deferral / active EE | $1,066 | $1,683-36.7% | $4,266-75.0% | $4,231-74.8% |
| Admin fee / account holder | $95 | $85+12.7% | $6,581-98.5% | $114-16.3% |