Filed April 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BIDDLE CAPITAL MANAGEMENT2+ years Service code 22 · EIN 52-2044910 5801 KENNETT PIKE · WILMINGTON, DE 198071123 | Insurance Broker | $41,401 |
TIAA2+ years Service code 15 · EIN 13-1624203 TEACHERS INSURANCE AND ANNUITY ASSO · NEW YORK, NY 100173206 | Recordkeeping | $23,263 |
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 | $113,116 | $57,976+95.1% | $62,995+79.6% | $62,292+81.6% |
| Participation rate | 92.5% | 75.9%+16.6pp | 74.8%+17.7pp | 69.5%+23.0pp |
| Annual return | 11.51% | 17.54%-6.0pp | 87.57%-76.1pp | 28.90%-17.4pp |
| Employer contribution / active EE | $4,350 | $2,415+80.2% | $2,759+57.7% | $2,042+113.0% |
| Participant deferral / active EE | $6,202 | $2,956+109.8% | $3,329+86.3% | $3,169+95.7% |
| Admin fee / account holder | $150 | $276-45.6% | $3,600-95.8% | $479-68.7% |