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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $592,190 |
SEAFARERS VACATION PLAN10+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $156,603 |
BASIL CASTROVINCI ASSOCIATES INC10+ years Service code 11 · EIN 13-2831500 | Actuarial | $56,796 |
UNITED INDUSTRIAL WORKERS OF N.A.10+ years Service code 49 · EIN 11-1956585 | Other Services | $49,486 |
WEAVER AND TIDWELL, LLP1 year Service code 50 · EIN 75-0786316 | Direct Payment | $41,724 |
COMERICA BANK10+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $10,330 |
Filed as: SEAFARERS INTERNATIONAL UNION AGLIW Service code 15 · EIN 11-1690171 | Recordkeeping | $7,661 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 13.27% | 6.42%+6.8pp | 8.92%+4.3pp | 9.30%+4.0pp |
| Employer contribution / active EE | $1,509 | $10,547-85.7% | $24,457-93.8% | $12,551-88.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $14-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |