Filed January 14, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,066 |
Service code 27 | Advisory (Plan) | $5,878 |
SHEPHERD FINANCIAL ADVIS1 year Service code 27 · EIN 81-0759826 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,542 | $52,293-53.1% | $178,503-86.3% | $73,412-66.6% |
| Participation rate | 32.9% | 65.3%-32.4pp | 81.9%-49.0pp | 72.2%-39.3pp |
| Annual return | 17.44% | 34.75%-17.3pp | 151.12%-133.7pp | 59.30%-41.9pp |
| Employer contribution / active EE | $359 | $1,736-79.3% | $5,011-92.8% | $2,234-83.9% |
| Participant deferral / active EE | $809 | $2,333-65.3% | $5,202-84.4% | $3,806-78.7% |
| Admin fee / account holder | $282 | $127+121.2% | $13,987-98.0% | $158+78.4% |