Filed January 6, 2022 (most recent of 3 filings on file)
Total covered: 139 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: PAVILION ADVISORY GROUP, INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $40,000 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $24,408 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $23,483 |
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 | $114,301 | $89,274+28.0% | $149,721-23.7% | $77,958+46.6% |
| Participation rate | 98.1% | 87.6%+10.5pp | 87.1%+11.0pp | 71.6%+26.5pp |
| Annual return | 19.99% | 20.36%-0.4pp | 1501.67%-1481.7pp | 20.87%-0.9pp |
| Employer contribution / active EE | $2,925 | $3,727-21.5% | $5,444-46.3% | $2,310+26.6% |
| Participant deferral / active EE | $6,006 | $5,382+11.6% | $6,568-8.6% | $3,537+69.8% |
| Admin fee / account holder | $30 | $240-87.7% | $11,282-99.7% | $97-69.7% |