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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 | $460,060 |
ABATO, RUBENSTEIN & ABATO4+ years Filed as: ABATO, RUBENSTEIN & ABATO, P.A. Service code 29 · EIN 52-0904713 809 GLENEAGLES COURT SUITE 320 · BALTIMORE, MD 21286 | Legal | $43,060 |
JENNIFER WALTER4+ years Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Employee (plan); Direct payment from ... | $27,509 |
PBMARES, LLP2 years Service code 10 · EIN 54-0737372 500 EAST PRATT STREET SUITE 525 · BALTIMORE, MD 21202 | Accounting | $24,626 |
THE SEGAL COMPANY3 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... | $23,675 |
SHARON HUANG4+ years Filed as: SHARON MCLAUGHLIN Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $23,469 |
LISA LINDAUER4+ years Filed as: LISA BANDY Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Employee (plan); Direct payment from ... | $22,910 |
Filed as: JOHN HUGHES Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Employee (plan); Direct payment from ... | $12,599 |
CYNTHIA JONES-BROOKS1 year Filed as: CYNTHIA LANDEFELD Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Employee (plan); Direct payment from ... | $11,283 |
INVESTMENT PERFORMANCE SERVICES4+ 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.)
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 | $53,911 | $67,598-20.2% | $75,900-29.0% | $77,775-30.7% |
| Participation rate | 83.4% | 69.6%+13.9pp | 69.3%+14.1pp | 73.2%+10.2pp |
| Annual return | 6.72% | 23.18%-16.5pp | 30.73%-24.0pp | 32.58%-25.9pp |
| Employer contribution / active EE | $5,331 | $2,430+119.4% | $2,501+113.1% | $2,504+112.9% |
| Participant deferral / active EE | $0 | $3,502-100.0% | $3,604-100.0% | $3,966-100.0% |
| Admin fee / account holder | $443 | $96+360.4% | $5,421-91.8% | $100+343.1% |