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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 | $461,656 |
ABATO, RUBENSTEIN & ABATO3+ years Filed as: ABATO, RUBENSTEIN & ABATO, P.A. Service code 29 · EIN 52-0904713 809 GLENEAGLES COURT SUITE 320 · BALTIMORE, MD 21286 | Legal | $40,066 |
PBMARES, LLP1 year Service code 10 · EIN 54-0737372 500 EAST PRATT STREET SUITE 525 · BALTIMORE, MD 21202 | Accounting | $26,638 |
JENNIFER WALTER3+ years Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Employee (plan); Direct payment from ... | $24,120 |
SHARON HUANG3+ years Filed as: SHARON MCLAUGHLIN Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $23,982 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 58-2432390 333 WEST 34TH STREET · NEW YORK, NY 10001 | Direct payment from the plan; Insuran... | $22,480 |
LISA LINDAUER3+ years Filed as: LISA BANDY Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $22,348 |
RICHARD J. WOLF & COMPANY3+ years Filed as: RICHARD WOHLFORT, JR. Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $15,191 |
Filed as: JOHN HUGHES Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Employee (plan); Direct payment from ... | $14,624 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 16 · EIN 58-2432390 7402 HODGSON MEMORIAL DRIVE · SAVANNAH, GA 31406 | Consulting | $10,000 |
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 | $50,997 | $57,606-11.5% | $67,313-24.2% | $75,289-32.3% |
| Participation rate | 82.2% | 68.2%+14.0pp | 69.1%+13.1pp | 72.4%+9.8pp |
| Annual return | 9.52% | -0.47%+10.0pp | -4.08%+13.6pp | -0.04%+9.6pp |
| Employer contribution / active EE | $4,140 | $2,206+87.6% | $2,566+61.4% | $2,405+72.1% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $3,568-100.0% | $3,739-100.0% |
| Admin fee / account holder | $469 | $83+467.5% | $4,507-89.6% | $102+358.8% |