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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 | $428,078 |
ABATO, RUBENSTEIN & ABATO7+ years Filed as: ABATO, RUBENSTEIN & ABATO, P.A. Service code 29 · EIN 52-0904713 809 GLENEAGLES COURT SUITE 320 · BALTIMORE, MD 21286 | Legal | $80,640 |
PBMARES, LLP5 years Service code 10 · EIN 54-0737372 500 EAST PRATT STREET SUITE 525 · BALTIMORE, MD 21202 | Accounting | $42,571 |
JENNIFER KELLNER7+ years Filed as: JENNIFER WALTER Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Employee (plan); Direct payment from ... | $32,221 |
BRENDAN SISK2 years Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $24,043 |
THE SEGAL COMPANY6 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... | $23,903 |
SHARON HUANG7+ years Filed as: SHARON MCLAUGHLIN Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $22,279 |
THE SEGAL COMPANY4 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 | $15,131 |
Filed as: RICHARD P. KRUEGER, III Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $13,080 |
RICHARD J. WOLF & COMPANY7+ years Filed as: RICHARD WOHLFORT, JR. Service code 30 · EIN 52-2035147 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $12,070 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,068 | $63,321-30.4% | $68,791-35.9% | $77,904-43.4% |
| Participation rate | 84.0% | 71.1%+12.9pp | 69.0%+15.0pp | 73.7%+10.4pp |
| Annual return | -20.37% | -6.50%-13.9pp | -6.38%-14.0pp | 12.21%-32.6pp |
| Employer contribution / active EE | $6,694 | $2,794+139.6% | $2,655+152.1% | $2,848+135.1% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,941-100.0% | $4,806-100.0% |
| Admin fee / account holder | $435 | $104+317.2% | $4,932-91.2% | $133+228.2% |