Filed September 24, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: PAVILION ADVISORY GROUP INC Service code 27 · EIN 04-3831795 | Advisory (Plan) | $69,510 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,817 |
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 | $84,782 | $67,505+25.6% | $80,004+6.0% | $67,505+25.6% |
| Participation rate | 91.6% | 71.2%+20.4pp | 73.0%+18.5pp | 71.2%+20.4pp |
| Annual return | 0.00% | 6.52%-6.5pp | 7.63%-7.6pp | 6.52%-6.5pp |
| Employer contribution / active EE | $2,730 | $2,173+25.7% | $2,473+10.4% | $2,173+25.7% |
| Participant deferral / active EE | $6,975 | $3,597+93.9% | $3,204+117.7% | $3,597+93.9% |
| Admin fee / account holder | $2 | $56-96.4% | $5,033-100.0% | $56-96.4% |