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) | $82,873 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $55,177 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,874 | $79,151+32.5% | $60,919+72.2% | $64,824+61.8% |
| Participation rate | 96.5% | 77.7%+18.8pp | 73.1%+23.4pp | 71.5%+25.1pp |
| Annual return | -13.12% | -7.12%-6.0pp | 16.96%-30.1pp | 32.84%-46.0pp |
| Employer contribution / active EE | $2,695 | $3,052-11.7% | $2,704-0.3% | $2,507+7.5% |
| Participant deferral / active EE | $4,838 | $3,727+29.8% | $3,814+26.8% | $4,311+12.2% |
| Admin fee / account holder | $118 | $106+11.5% | $3,228-96.3% | $188-37.2% |