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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $44,131 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,866 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,627 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,922 | $42,367+86.3% | $79,580-0.8% | $64,819+21.8% |
| Participation rate | 81.0% | 64.7%+16.3pp | 69.5%+11.5pp | 71.5%+9.6pp |
| Annual return | -13.43% | -12.23%-1.2pp | 0.15%-13.6pp | 32.84%-46.3pp |
| Employer contribution / active EE | $2,590 | $1,181+119.4% | $2,413+7.3% | $2,507+3.3% |
| Participant deferral / active EE | $5,167 | $3,170+63.0% | $3,985+29.6% | $4,311+19.9% |
| Admin fee / account holder | $251 | $160+57.6% | $6,835-96.3% | $188+33.9% |