Filed December 1, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $37,671 |
Filed as: SHEPARD FINANCIAL INV ADVISORY, LLC Service code 27 · EIN 82-0759826 | Advisory (Plan) | $30,537 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,255 | $94,833+32.1% | $75,696+65.5% | $86,799+44.3% |
| Participation rate | 96.2% | 79.1%+17.1pp | 74.8%+21.4pp | 72.3%+23.9pp |
| Annual return | 8.21% | 16.91%-8.7pp | 104.53%-96.3pp | 97.91%-89.7pp |
| Employer contribution / active EE | $1,350 | $2,904-53.5% | $2,743-50.8% | $2,405-43.9% |
| Participant deferral / active EE | $2,754 | $3,632-24.2% | $3,821-27.9% | $4,131-33.3% |
| Admin fee / account holder | $126 | $109+15.9% | $3,619-96.5% | $170-25.8% |