Filed April 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BIDDLE CAPITAL MANAGEMENT1+ years Service code 22 · EIN 52-2044910 5801 KENNETT PIKE · WILMINGTON, DE 198071123 | Insurance Broker | $33,167 |
TIAA1+ years Service code 15 · EIN 13-1624203 TEACHERS INSURANCE AND ANNUITY ASSO · NEW YORK, NY 100173206 | Recordkeeping | $18,650 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,074 | $52,467+106.0% | $57,179+89.0% | $55,167+95.9% |
| Participation rate | 95.6% | 75.8%+19.8pp | 75.3%+20.3pp | 69.0%+26.6pp |
| Annual return | 1.21% | 7.72%-6.5pp | 14.59%-13.4pp | 169.23%-168.0pp |
| Employer contribution / active EE | $4,225 | $2,477+70.6% | $2,682+57.5% | $1,963+115.3% |
| Participant deferral / active EE | $5,731 | $2,830+102.5% | $3,096+85.1% | $3,054+87.6% |
| Admin fee / account holder | $125 | $269-53.4% | $3,139-96.0% | $504-75.1% |