Filed August 4, 2015
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BIDDLE CAPITAL MANAGEMENT3 years Filed as: BIDDLE CAPITAL MANAGEMENT, INC. Service code 22 · EIN 52-2044910 5801 KENNETT PIKE · WILMINGTON, DE 198071123 | Insurance Broker | $34,839 |
TIAA3 years Service code 15 · EIN 13-1624203 TEACHERS INSURANCE AND ANNUITY ASSO · NEW YORK, NY 100173206 | Recordkeeping | $14,827 |
Filed as: BELFINT LYONS & SHUMAN Service code 10 · EIN 51-0232399 1011 CENTRE RD · WILMINGTON, DE 198051266 | Accounting | $12,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,878 | $65,322+48.3% | $70,476+37.5% | $73,493+31.8% |
| Participation rate | 74.8% | 77.0%-2.1pp | 75.1%-0.2pp | 70.7%+4.1pp |
| Annual return | 4.31% | 15.71%-11.4pp | 109.12%-104.8pp | 28.51%-24.2pp |
| Employer contribution / active EE | $1,232 | $2,460-49.9% | $2,738-55.0% | $2,270-45.7% |
| Participant deferral / active EE | $3,865 | $3,375+14.5% | $3,710+4.2% | $3,740+3.4% |
| Admin fee / account holder | $243 | $214+13.4% | $3,847-93.7% | $513-52.7% |