Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $454,264 |
ABATO, RUBENSTEIN & ABATO5+ years Filed as: ABATO, RUBENSTEIN & ABATO, P.A. Service code 29 · EIN 52-0904713 809 GLENEAGLES COURT SUITE 320 · BALTIMORE, MD 21286 | Legal | $93,525 |
JENNIFER WALTER5+ years Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $30,894 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 58-2432390 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance brokerage commissions and f... | $26,630 |
PBMARES, LLP3 years Service code 10 · EIN 54-0737372 500 EAST PRATT STREET SUITE 525 · BALTIMORE, MD 21202 | Accounting | $25,279 |
LISA LINDAUER5+ years Filed as: LISA BANDY Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $21,876 |
SHARON HUANG5+ years Filed as: SHARON MCLAUGHLIN Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $20,646 |
Filed as: JOHN HUGHES Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Employee (plan); Direct payment from ... | $12,727 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (EASTERN STATES), Service code 17 · EIN 13-1835864 1920 N. STREET, NW, SUITE 400 · WASHINGTON, DC 20036 | Pension Consulting | $12,097 |
RICHARD J. WOLF & COMPANY5+ years Filed as: RICHARD WOHLFORT, JR. Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $11,511 |
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 | $46,166 | $74,462-38.0% | $81,982-43.7% | $90,274-48.9% |
| Participation rate | 82.1% | 69.7%+12.4pp | 69.3%+12.8pp | 73.4%+8.7pp |
| Annual return | 10.54% | 17.56%-7.0pp | 41.31%-30.8pp | 53.97%-43.4pp |
| Employer contribution / active EE | $4,741 | $2,334+103.1% | $2,498+89.8% | $2,523+87.9% |
| Participant deferral / active EE | $0 | $3,602-100.0% | $3,722-100.0% | $4,231-100.0% |
| Admin fee / account holder | $481 | $98+391.4% | $5,665-91.5% | $114+322.2% |