Filed April 22, 2025 (most recent of 2 filings on file)
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 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,788 | $64,705+119.1% | $62,929+125.3% | $67,986+108.6% |
| Participation rate | 91.6% | 65.6%+26.0pp | 73.1%+18.5pp | 57.2%+34.4pp |
| Annual return | 11.28% | 20.31%-9.0pp | 1063.93%-1052.7pp | 31.67%-20.4pp |
| Employer contribution / active EE | $5,385 | $2,376+126.7% | $2,505+115.0% | $2,019+166.8% |
| Participant deferral / active EE | $6,886 | $3,198+115.3% | $3,888+77.1% | $3,358+105.0% |
| Admin fee / account holder | $120 | $1,428-91.6% | $5,065-97.6% | $3,203-96.2% |