Filed April 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BIDDLE CAPITAL MANAGEMENT8+ years Service code 22 · EIN 52-2044910 5807 KENNETT PIKE · WILMINGTON, DE 198071123 | Insurance Broker | $20,645 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $16,863 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER LLC Service code 99 · EIN 87-1363769 | Other Fees | $6,740 |
TIAA8+ years Service code 15 · EIN 13-1624203 TEACHERS INSURANCE AND ANNUITY ASSO · NEW YORK, NY 100173206 | Recordkeeping | $6,335 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,356 | $65,582+246.7% | $64,101+254.7% | $71,511+217.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 11.88% | 18.96%-7.1pp | 33.72%-21.8pp | 28.86%-17.0pp |
| Employer contribution / active EE | $4,667 | $2,671+74.8% | $2,749+69.8% | $2,589+80.3% |
| Participant deferral / active EE | $6,086 | $3,628+67.7% | $3,881+56.8% | $4,291+41.8% |
| Admin fee / account holder | $230 | $616-62.7% | $3,070-92.5% | $1,588-85.5% |