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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $446,671 |
SEAFARERS VACATION PLAN2+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $103,069 |
Service code 49 · EIN 11-1956585 | Other Services | $67,357 |
BASIL CASTROVINCI ASSOCIATES INC2+ years Service code 11 · EIN 13-2831500 | Actuarial | $51,444 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $39,000 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $6,939 |
BB&T2+ years Service code 49 200 WEST SECOND STREET · WINSTON-SALEM, NC 28472 | Other Services | $6,381 |
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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 | $381,942,733-100.0% | $111,575-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 0.0%0pp |
| Annual return | 5.62% | 13.53%-7.9pp | 18.87%-13.3pp | 9.19%-3.6pp |
| Employer contribution / active EE | $1,289 | $18,999-93.2% | $19,828-93.5% | $12,608-89.8% |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $262-100.0% | $2,655,710-100.0% |