Filed April 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BIDDLE CAPITAL MANAGEMENT6+ years Service code 22 · EIN 52-2044910 5807 KENNETT PIKE · WILMINGTON, DE 198071123 | Insurance Broker | $70,641 |
TIAA6+ years Service code 15 · EIN 13-1624203 TEACHERS INSURANCE AND ANNUITY ASSO · NEW YORK, NY 100173206 | Recordkeeping | $28,559 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER, LLP Service code 10 · EIN 13-1639826 750 3RD AVENUE · NEW YORK, NY 100172703 | Accounting | $12,568 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $138,780 | $74,706+85.8% | $75,714+83.3% | $79,391+74.8% |
| Participation rate | 79.8% | 75.3%+4.4pp | 74.8%+4.9pp | 70.7%+9.1pp |
| Annual return | 23.62% | 18.52%+5.1pp | 104.62%-81.0pp | 116.88%-93.3pp |
| Employer contribution / active EE | $4,172 | $2,590+61.1% | $2,744+52.1% | $2,428+71.8% |
| Participant deferral / active EE | $5,381 | $3,533+52.3% | $3,820+40.8% | $4,046+33.0% |
| Admin fee / account holder | $248 | $374-33.7% | $3,619-93.1% | $627-60.4% |