Filed June 7, 1991
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 |
|---|---|---|
Filed as: RICHARDS INC DBA THE RICHARDS GP Service code 16 · EIN 03-0215988 | Consulting | $24,000 |
BERRY DUNN1+ years Filed as: BERRY, DUNN, MCNEIL & PARKER Service code 10 · EIN 01-0523282 | Accounting | $11,000 |
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 | $73,848 | $67,166+9.9% | $57,357+28.8% | $55,191+33.8% |
| Participation rate | 99.1% | 77.7%+21.4pp | 75.1%+24.1pp | 69.2%+30.0pp |
| Annual return | 4.54% | 4.22%+0.3pp | 24.41%-19.9pp | 10.78%-6.2pp |
| Employer contribution / active EE | $2,814 | $2,812+0.1% | $2,689+4.6% | $1,899+48.2% |
| Participant deferral / active EE | $3,136 | $2,835+10.6% | $3,162-0.8% | $3,046+3.0% |
| Admin fee / account holder | $22 | $44-49.9% | $3,357-99.4% | $91-76.0% |