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) | $68,790 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,117 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,974 |
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 | $84,831 | $42,419+100.0% | $104,301-18.7% | $77,906+8.9% |
| Participation rate | 33.4% | 51.6%-18.1pp | 73.3%-39.8pp | 73.7%-40.3pp |
| Annual return | -14.09% | -11.16%-2.9pp | 24.61%-38.7pp | 12.16%-26.2pp |
| Employer contribution / active EE | $661 | $1,105-40.2% | $3,373-80.4% | $2,846-76.8% |
| Participant deferral / active EE | $1,457 | $1,992-26.9% | $4,626-68.5% | $4,805-69.7% |
| Admin fee / account holder | $123 | $117+4.8% | $7,340-98.3% | $133-7.2% |