Retirement plan

RICHARDSON GREEN, INC. 401(K) PLAN

Name: RICHARDSON GREEN, INC. - RICHARDSON GREEN, INC. 401(K) PLAN (2016) Form 5500
Creator: RICHARDSON GREEN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RICHARDSON GREEN, INC. 401(K) PLAN, RICHARDSON GREEN, INC.

RICHARDSON GREEN, INC.EIN 26-2613520Plan #001PY 2016

2 CENTRAL STREET - MIDDLETON, MA 01949978-774-3797richardsongreen.comLinkedIn1-10 employeesreal estate

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.4M

+13.3% from 2015

Total participants

0.0% from 2015

Average account balance

$284,749

+13.3% from 2015

Annual return

7.18%

+5.17 pp from 2015

Benchmarks

See 4,837 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,837 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.01M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$803K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.72%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$8678

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$284,749

$136,307+108.9%

$106,619+167.1%

$273,970+3.9%

Participation rate

83.3%

84.8%-1.4pp

78.0%+5.3pp

83.0%+0.3pp

Annual return

7.18%

11.05%-3.9pp

9.42%-2.2pp

41.46%-34.3pp

Employer contribution / active EE

$3,685

$5,190-29.0%

$3,947-6.6%

$4,869-24.3%

Participant deferral / active EE

$9,119

$4,969+83.5%

$3,930+132.0%

$5,287+72.5%

Admin fee / account holder

$8,625-100.0%

$6,418-100.0%

$10,132-100.0%

RICHARDSON GREEN, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RICHARDSON GREEN, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion