Filed February 1, 2013 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
BIDDLE CAPITAL MANAGEMENT2 years Filed as: BIDDLE CAPITAL MANAGEMENT, INC Service code 27 · EIN 52-2044910 5807 KENNETT PIKE · WILMINGTON, DE 198071115 | Advisory (Plan) | $45,609 |
TIAA2 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $29,631 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 106043027 | Plan Administrator | $15,351 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,066 | $69,708+98.1% | $67,560+104.4% | $74,478+85.4% |
| Participation rate | 97.3% | 71.4%+25.9pp | 72.9%+24.3pp | 67.2%+30.1pp |
| Annual return | 12.17% | -40.67%+52.8pp | 3533.50%-3521.3pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $4,742 | $2,715+74.7% | $2,737+73.3% | $2,626+80.5% |
| Participant deferral / active EE | $4,774 | $3,637+31.3% | $4,004+19.2% | $4,350+9.7% |
| Admin fee / account holder | $228 | $887-74.3% | $3,994-94.3% | $1,946-88.3% |