Filed September 24, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $80,172 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$127,659 |
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 | $113,779 | $177,276-35.8% | $94,993+19.8% | $177,276-35.8% |
| Participation rate | 94.4% | 74.8%+19.5pp | 73.9%+20.5pp | 74.8%+19.5pp |
| Annual return | 20.36% | 21.25%-0.9pp | 27.14%-6.8pp | 21.25%-0.9pp |
| Employer contribution / active EE | $2,601 | $2,479+4.9% | $2,603-0.1% | $2,479+4.9% |
| Participant deferral / active EE | $7,680 | $3,881+97.9% | $3,317+131.5% | $3,881+97.9% |
| Admin fee / account holder | $73 | $154-52.8% | $4,960-98.5% | $154-52.8% |