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 | $65,084+159.2% | $67,681+149.3% | $64,340+162.2% |
| Participation rate | 97.2% | 66.7%+30.5pp | 73.7%+23.5pp | 55.2%+42.0pp |
| Annual return | 16.35% | 20.50%-4.1pp | 590.58%-574.2pp | 24.14%-7.8pp |
| Employer contribution / active EE | $6,070 | $2,398+153.1% | $2,678+126.6% | $1,862+226.1% |
| Participant deferral / active EE | $6,030 | $3,210+87.8% | $3,976+51.7% | $2,980+102.3% |
| Admin fee / account holder | $367 | $1,415-74.1% | $6,100-94.0% | $3,703-90.1% |