Filed April 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BIDDLE CAPITAL MANAGEMENT10+ years Service code 22 · EIN 52-2044910 5807 KENNETT PIKE · WILMINGTON, DE 198071123 | Insurance Broker | $0 |
EISNERAMPER LLP3 years Filed as: EISNERAMPER LLC Service code 99 · EIN 87-1363769 | Other Fees | $0 |
TIAA10+ years Service code 15 · EIN 13-1624203 TEACHERS INSURANCE AND ANNUITY ASSO · NEW YORK, NY 100173206 | Recordkeeping | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,788 | $67,594+109.8% | $77,361+83.3% | $69,733+103.3% |
| Participation rate | 91.6% | 71.7%+19.9pp | 75.0%+16.6pp | 62.5%+29.2pp |
| Annual return | 11.28% | 19.20%-7.9pp | 1011.54%-1000.3pp | 15.22%-3.9pp |
| Employer contribution / active EE | $5,385 | $2,649+103.3% | $2,990+80.1% | $2,250+139.3% |
| Participant deferral / active EE | $6,886 | $3,401+102.4% | $3,911+76.1% | $3,054+125.4% |
| Admin fee / account holder | $120 | $1,159-89.6% | $5,894-98.0% | $3,102-96.1% |