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) | $72,119 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,746 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,710 |
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 | $94,478 | $50,287+87.9% | $112,273-15.8% | $80,149+17.9% |
| Participation rate | 36.1% | 52.9%-16.8pp | 72.4%-36.4pp | 72.9%-36.9pp |
| Annual return | 19.53% | 19.72%-0.2pp | 30.23%-10.7pp | 40.39%-20.9pp |
| Employer contribution / active EE | $748 | $1,211-38.2% | $3,431-78.2% | $2,977-74.9% |
| Participant deferral / active EE | $1,716 | $2,265-24.2% | $4,800-64.3% | $5,015-65.8% |
| Admin fee / account holder | $119 | $116+2.7% | $7,752-98.5% | $145-17.7% |