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 | $1,215,591 |
MERCER3 years Filed as: PAVILION ADVISORY GROUP INC. Service code 16 · EIN 04-3831795 | Consulting | $80,000 |
MCDERMOTT WILL & EMERY LLP3 years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $48,436 |
HEWITT ASSOCIATES LLC4+ years Service code 11 · EIN 22-2232264 | Actuarial | $36,054 |
ERNST & YOUNG LLP3 years Service code 10 · EIN 34-6565596 | Accounting | $7,433 |
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 | $56,012 | $46,969+19.3% | $154,110-63.7% | $73,367-23.7% |
| Participation rate | 96.1% | 72.4%+23.7pp | 83.0%+13.0pp | 69.5%+26.6pp |
| Annual return | 4.95% | 821.68%-816.7pp | 735.22%-730.3pp | 173.45%-168.5pp |
| Employer contribution / active EE | $3,599 | $1,723+108.9% | $5,298-32.1% | $2,499+44.0% |
| Participant deferral / active EE | $5,185 | $3,162+63.9% | $5,081+2.0% | $4,033+28.6% |
| Admin fee / account holder | $41 | $47-12.7% | $13,412-99.7% | $68-40.5% |