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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 38 · EIN 04-1590850 | Participant Communication | $395,723 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $322,539 |
Service code 13 · EIN 52-1139156 | Contract Administrator | $93,200 |
ABATO, RUBENSTEIN & ABATO2 years Service code 29 · EIN 52-0904713 | Legal | $42,634 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $36,000 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $23,499 |
ANDREW GANNON1 year Service code 20 9411 PHILADELPHIA ROAD, SUITE S · BALTIMORE, MD 21237 | Trustee (individual) | $7,391 |
BAIRD FUNDS1 year Filed as: ROBERT BENNETT Service code 20 8100 SANDPIPER CIRCLE SUITE 800 · BALTIMORE, MD 21236 | Trustee (individual) | $7,391 |
THE SEGAL COMPANY8+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 | Insurance Commissions | $4,650 |
AMERICAN FUNDS6 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,510 | $76,774+33.5% | $112,270-8.7% | $77,906+31.6% |
| Participation rate | 64.0% | 80.2%-16.2pp | 75.1%-11.1pp | 73.7%-9.7pp |
| Annual return | -18.58% | -10.25%-8.3pp | 27.49%-46.1pp | 12.16%-30.7pp |
| Employer contribution / active EE | $2,181 | $3,977-45.2% | $3,635-40.0% | $2,846-23.4% |
| Participant deferral / active EE | $1,093 | $3,778-71.1% | $4,729-76.9% | $4,805-77.3% |
| Admin fee / account holder | $348 | $239+45.6% | $6,411-94.6% | $133+162.4% |