Filed October 20, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BIDDLE CAPITAL MANAGEMENT, INC. Service code 26 · EIN 52-2044910 5807 KENNETT PIKE · WILMINGTON, DE 198071115 | Advisory (Participants) | $98,300 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $41,362 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,717 | $64,705+160.7% | $62,929+168.1% | $67,986+148.2% |
| Participation rate | 97.2% | 65.6%+31.6pp | 73.1%+24.1pp | 57.2%+40.0pp |
| Annual return | 16.35% | 20.31%-4.0pp | 1063.93%-1047.6pp | 31.67%-15.3pp |
| Employer contribution / active EE | $6,070 | $2,376+155.5% | $2,505+142.4% | $2,019+200.7% |
| Participant deferral / active EE | $6,030 | $3,198+88.6% | $3,888+55.1% | $3,358+79.6% |
| Admin fee / account holder | $367 | $1,428-74.3% | $5,065-92.8% | $3,203-88.6% |