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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 94-1671384 | Investment Management | $451,077 |
Service code 49 · EIN 11-1956585 | Other Services | $100,977 |
SEAFARERS VACATION PLAN1+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $100,575 |
BASIL CASTROVINCI ASSOCIATES INC1+ years Service code 11 · EIN 13-2831500 | Actuarial | $50,200 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $39,000 |
BB&T1+ years Service code 50 · EIN 56-0939887 | Direct Payment | $6,707 |
COMERICA BANK1+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $6,697 |
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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 | $14,096,330-100.0% | $19,623-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 1.11% | -1.77%+2.9pp | -0.97%+2.1pp | 1.67%-0.6pp |
| Employer contribution / active EE | $1,247 | $14,084-91.1% | $22,441-94.4% | $10,506-88.1% |
| Participant deferral / active EE | $0 | $0-100.0% | $183-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $2,730-100.0% | $66,276-100.0% |