Filed December 1, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHEPHERD FINANCIAL INV ADVISORY,LLC Service code 27 · EIN 82-0759826 | Advisory (Plan) | $90,379 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $71,712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,717 | $113,568+8.1% | $67,560+81.6% | $200,096-38.7% |
| Participation rate | 68.7% | 73.3%-4.6pp | 72.9%-4.2pp | 72.0%-3.3pp |
| Annual return | 12.69% | 15.88%-3.2pp | 3533.50%-3520.8pp | 34.26%-21.6pp |
| Employer contribution / active EE | $1,977 | $3,409-42.0% | $2,737-27.8% | $3,038-34.9% |
| Participant deferral / active EE | $3,628 | $4,163-12.8% | $4,004-9.4% | $5,090-28.7% |
| Admin fee / account holder | $131 | $102+27.6% | $3,994-96.7% | $269-51.5% |