Filed April 7, 2022
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| Provider | Service type | Compensation |
|---|---|---|
TWIN GRYPHON ADVISORS2 years Service code 27 · EIN 83-0520889 | Advisory (Plan) | $14,215 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $103,267 | $105,200-1.8% | $159,474-35.2% | $85,847+20.3% |
| Participation rate | 58.8% | 75.8%-17.0pp | 82.8%-24.0pp | 69.3%-10.5pp |
| Annual return | 15.22% | 45.08%-29.9pp | 263.68%-248.5pp | 318.61%-303.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,244 | $5,946+55.5% | $7,353+25.7% | $3,952+133.9% |
| Admin fee / account holder | $281 | $6,934-95.9% | $10,802-97.4% | $6,261-95.5% |