Filed April 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BIDDLE CAPITAL MANAGEMENT4+ years Service code 22 · EIN 52-2044910 5801 KENNETT PIKE · WILMINGTON, DE 198071123 | Insurance Broker | $52,611 |
TIAA4+ years Service code 15 · EIN 13-1624203 TEACHERS INSURANCE AND ANNUITY ASSO · NEW YORK, NY 100173206 | Recordkeeping | $25,353 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,164 | $60,795+81.2% | $69,483+58.5% | $65,186+69.0% |
| Participation rate | 78.7% | 74.9%+3.9pp | 74.6%+4.1pp | 70.2%+8.5pp |
| Annual return | 5.63% | 17.46%-11.8pp | 28.99%-23.4pp | 29.39%-23.8pp |
| Employer contribution / active EE | $3,502 | $2,452+42.8% | $2,780+26.0% | $2,177+60.9% |
| Participant deferral / active EE | $4,340 | $3,162+37.3% | $3,537+22.7% | $3,514+23.5% |
| Admin fee / account holder | $167 | $314-46.8% | $3,841-95.7% | $847-80.3% |