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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INS. CO. Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $606,522 |
ABATO, RUBENSTEIN & ABATO1+ years Filed as: ABATO, RUBENSTEIN & ABATO, P.A. Service code 29 · EIN 52-0904713 809 GLENEAGLES COURT · BALTIMORE, MD 21286 | Legal | $75,021 |
LISA LINDAUER1+ years Filed as: LISA BANDY Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $24,911 |
TMDG, LLC1+ years Service code 10 · EIN 03-0583064 500 E PRATT STREET · BALTIMORE, MD 21202 | Accounting | $23,378 |
SHERRI FRIEZE1+ years Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Employee (plan); Direct payment from ... | $22,535 |
RICHARD J. WOLF & COMPANY1+ years Filed as: RICHARD WOHLFORT, JR. Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $17,762 |
SHARON HUANG1+ years Filed as: SHARON MCLAUGHLIN Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Employee (plan); Direct payment from ... | $17,241 |
Filed as: JOHN HUGHES Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $16,576 |
CHUBB1+ years Filed as: FEDERAL INS. COMPANY-CHUBB GRP INS Service code 23 · EIN 13-1963496 15 MOUNTAINVIEW ROAD · WARREN, NJ 07059 | Direct payment from the plan; Insuran... | $15,162 |
JENNIFER WALTER1+ years Service code 30 · EIN 52-6036829 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $14,317 |
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 | $42,714 | $168,231-74.6% | $67,834-37.0% | $63,975-33.2% |
| Participation rate | 80.5% | 66.8%+13.7pp | 68.8%+11.7pp | 71.1%+9.4pp |
| Annual return | 9.07% | 11.76%-2.7pp | 138.47%-129.4pp | 48.65%-39.6pp |
| Employer contribution / active EE | $3,698 | $1,907+93.9% | $2,403+53.9% | $2,182+69.5% |
| Participant deferral / active EE | $0 | $2,827-100.0% | $3,160-100.0% | $3,356-100.0% |
| Admin fee / account holder | $629 | $81+681.1% | $4,622-86.4% | $70+793.0% |