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 | $67,594+149.6% | $77,361+118.1% | $69,733+141.9% |
| Participation rate | 97.2% | 71.7%+25.5pp | 75.0%+22.3pp | 62.5%+34.8pp |
| Annual return | 16.35% | 19.20%-2.9pp | 1011.54%-995.2pp | 15.22%+1.1pp |
| Employer contribution / active EE | $6,070 | $2,649+129.2% | $2,990+103.0% | $2,250+169.7% |
| Participant deferral / active EE | $6,030 | $3,401+77.3% | $3,911+54.2% | $3,054+97.4% |
| Admin fee / account holder | $367 | $1,159-68.4% | $5,894-93.8% | $3,102-88.2% |