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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 | $382,546 |
ABATO, RUBENSTEIN & ABATO6+ years Filed as: ABATO, RUBENSTEIN & ABATO, P.A. Service code 29 · EIN 52-0904713 809 GLENEAGLES COURT SUITE 320 · BALTIMORE, MD 21286 | Legal | $98,889 |
THE SEGAL COMPANY3 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 | $54,484 |
JENNIFER WALTER6+ years Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Employee (plan); Direct payment from ... | $25,176 |
THE SEGAL COMPANY5 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... | $24,681 |
BRENDAN SISK1 year Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Employee (plan); Direct payment from ... | $18,053 |
SHARON HUANG6+ years Filed as: SHARON MCLAUGHLIN Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $16,689 |
PBMARES, LLP4 years Service code 10 · EIN 54-0737372 500 EAST PRATT STREET SUITE 525 · BALTIMORE, MD 21202 | Accounting | $16,078 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 16 · EIN 58-2432390 7402 HODGSON MEMORIAL DRIVE · SAVANNAH, GA 31406 | Consulting | $10,000 |
RICHARD J. WOLF & COMPANY6+ years Filed as: RICHARD WOHLFORT, JR. Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $9,058 |
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 | $48,453 | $78,339-38.1% | $85,709-43.5% | $93,010-47.9% |
| Participation rate | 84.0% | 72.5%+11.5pp | 69.9%+14.1pp | 73.9%+10.1pp |
| Annual return | 20.52% | 21.17%-0.6pp | 21.49%-1.0pp | 158.70%-138.2pp |
| Employer contribution / active EE | $6,302 | $2,560+146.2% | $2,619+140.7% | $2,705+133.0% |
| Participant deferral / active EE | $0 | $3,882-100.0% | $3,924-100.0% | $4,561-100.0% |
| Admin fee / account holder | $407 | $104+291.5% | $6,876-94.1% | $152+168.2% |