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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $82,628 |
Filed as: RICHARDS INC D/B/A THE RICHARDS GRP Service code 16 · EIN 03-0215988 | Consulting | $20,844 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $6,667 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,716 | $120,057-13.6% | $75,728+37.0% | $93,010+11.5% |
| Participation rate | 87.1% | 77.3%+9.8pp | 74.8%+12.3pp | 73.9%+13.2pp |
| Annual return | 13.40% | 19.62%-6.2pp | 104.66%-91.3pp | 158.70%-145.3pp |
| Employer contribution / active EE | $2,560 | $3,253-21.3% | $2,743-6.7% | $2,705-5.4% |
| Participant deferral / active EE | $2,946 | $4,089-28.0% | $3,820-22.9% | $4,561-35.4% |
| Admin fee / account holder | $64 | $81-22.0% | $3,620-98.2% | $152-58.1% |