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 | $1,117,256 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP INC. Service code 16 · EIN 04-3831795 | Consulting | $35,000 |
HEWITT ASSOCIATES LLC3+ years Service code 11 · EIN 22-2232264 | Actuarial | $21,489 |
MCDERMOTT WILL & EMERY LLP2 years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $14,682 |
ERNST & YOUNG LLP2 years Service code 10 · EIN 34-6565596 | Accounting | $13,866 |
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 | $56,870 | $53,684+5.9% | $170,435-66.6% | $80,976-29.8% |
| Participation rate | 95.8% | 69.2%+26.6pp | 83.6%+12.2pp | 68.3%+27.5pp |
| Annual return | 43.36% | 25.97%+17.4pp | 205.94%-162.6pp | 22.91%+20.4pp |
| Employer contribution / active EE | $3,628 | $1,642+121.0% | $5,432-33.2% | $2,402+51.0% |
| Participant deferral / active EE | $5,220 | $3,017+73.0% | $4,939+5.7% | $3,848+35.6% |
| Admin fee / account holder | $40 | $46-12.7% | $13,881-99.7% | $67-40.0% |