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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,706,338 |
MERCER4 years Filed as: PAVILION ADVISORY GROUP INC. Service code 16 · EIN 04-3831795 | Consulting | $105,000 |
MCDERMOTT WILL & EMERY LLP4 years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $38,652 |
ERNST & YOUNG LLP4 years Service code 10 · EIN 34-6565596 | Accounting | $37,340 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232226 | Actuarial | $18,673 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $5,000 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,763 | $58,202+26.7% | $172,739-57.3% | $89,569-17.6% |
| Participation rate | 96.4% | 72.8%+23.6pp | 82.6%+13.7pp | 69.6%+26.8pp |
| Annual return | 37.66% | 61.59%-23.9pp | 802.84%-765.2pp | 34.56%+3.1pp |
| Employer contribution / active EE | $3,984 | $1,759+126.5% | $5,143-22.5% | $2,584+54.2% |
| Participant deferral / active EE | $5,829 | $3,335+74.8% | $5,198+12.2% | $4,220+38.1% |
| Admin fee / account holder | $51 | $53-3.0% | $13,954-99.6% | $72-28.8% |