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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 | $425,553 |
ABATO, RUBENSTEIN & ABATO2+ years Filed as: ABATO, RUBENSTEIN & ABATO, P.A. Service code 29 · EIN 52-0904713 809 GLENEAGLES COURT SUITE 320 · BALTIMORE, MD 21286 | Legal | $38,100 |
JENNIFER WALTER2+ years Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $28,032 |
SHARON HUANG2+ years Filed as: SHARON MCLAUGHLIN Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Employee (plan); Direct payment from ... | $22,421 |
TMDG, LLC2+ years Service code 10 · EIN 03-0583064 500 EAST PRATT STREET SUITE 525 · BALTIMORE, MD 21202 | Accounting | $22,192 |
LISA LINDAUER2+ years Filed as: LISA BANDY Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $21,535 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 58-2432390 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance services; Direct payment fr... | $21,046 |
RICHARD J. WOLF & COMPANY2+ years Filed as: RICHARD WOHLFORT, JR. Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Employee (plan); Direct payment from ... | $15,336 |
Filed as: JOHN HUGHES Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $14,714 |
SHERRI FRIEZE2+ years Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $13,955 |
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 | $49,928 | $65,292-23.5% | $71,671-30.3% | $77,958-36.0% |
| Participation rate | 80.2% | 67.4%+12.8pp | 68.7%+11.4pp | 71.6%+8.5pp |
| Annual return | 10.54% | 21.25%-10.7pp | 20.65%-10.1pp | 20.87%-10.3pp |
| Employer contribution / active EE | $3,984 | $2,085+91.1% | $2,460+62.0% | $2,310+72.5% |
| Participant deferral / active EE | $0 | $3,008-100.0% | $3,438-100.0% | $3,537-100.0% |
| Admin fee / account holder | $495 | $84+486.6% | $5,558-91.1% | $97+408.8% |