Filed April 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BIDDLE CAPITAL MANAGEMENT5+ years Service code 22 · EIN 52-2044910 5801 KENNETT PIKE · WILMINGTON, DE 198071123 | Insurance Broker | $58,168 |
TIAA5+ years Service code 15 · EIN 13-1624203 TEACHERS INSURANCE AND ANNUITY ASSO · NEW YORK, NY 100173206 | Recordkeeping | $23,006 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,328 | $65,322+72.0% | $70,494+59.3% | $73,497+52.8% |
| Participation rate | 77.0% | 77.0%+0.1pp | 75.1%+2.0pp | 70.7%+6.4pp |
| Annual return | 3.92% | 15.71%-11.8pp | 109.16%-105.2pp | 28.51%-24.6pp |
| Employer contribution / active EE | $3,778 | $2,460+53.6% | $2,738+38.0% | $2,270+66.4% |
| Participant deferral / active EE | $4,755 | $3,375+40.9% | $3,711+28.1% | $3,740+27.1% |
| Admin fee / account holder | $177 | $214-17.2% | $3,848-95.4% | $513-65.5% |