Filed April 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BIDDLE CAPITAL MANAGEMENT3+ years Service code 22 · EIN 52-2044910 5801 KENNETT PIKE · WILMINGTON, DE 198071123 | Insurance Broker | $47,595 |
TIAA3+ years Service code 15 · EIN 13-1624203 TEACHERS INSURANCE AND ANNUITY ASSO · NEW YORK, NY 100173206 | Recordkeeping | $29,578 |
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 | $106,113 | $55,002+92.9% | $59,878+77.2% | $56,287+88.5% |
| Participation rate | 89.9% | 75.9%+14.0pp | 74.7%+15.2pp | 69.9%+20.0pp |
| Annual return | 8.50% | 1.13%+7.4pp | 3.46%+5.0pp | -9.96%+18.5pp |
| Employer contribution / active EE | $4,164 | $2,448+70.1% | $2,722+53.0% | $2,111+97.2% |
| Participant deferral / active EE | $5,800 | $3,121+85.8% | $3,402+70.5% | $3,350+73.1% |
| Admin fee / account holder | $169 | $236-28.5% | $3,590-95.3% | $521-67.7% |