Filed November 20, 1998 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $872,811 |
Service code 16 · EIN 41-1567437 | Consulting | $105,000 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $35,000 |
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 22-2232264 | Actuarial | $22,394 |
Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $11,443 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $8,700 |
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 | $43,085 | $49,270-12.6% | $156,551-72.5% | $329,111-86.9% |
| Participation rate | 85.2% | 68.1%+17.0pp | 84.0%+1.1pp | 67.9%+17.3pp |
| Annual return | 26.45% | 23.25%+3.2pp | 32.23%-5.8pp | 16.35%+10.1pp |
| Employer contribution / active EE | $3,202 | $1,534+108.7% | $5,501-41.8% | $2,303+39.0% |
| Participant deferral / active EE | $4,513 | $2,920+54.6% | $4,871-7.3% | $3,682+22.6% |
| Admin fee / account holder | $42 | $51-16.9% | $13,028-99.7% | $754-94.4% |