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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $494,404 |
SEAFARERS VACATION PLAN4+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $100,513 |
Service code 49 · EIN 11-1956585 | Other Services | $54,032 |
BASIL CASTROVINCI ASSOCIATES INC4+ years Service code 11 · EIN 13-2831500 | Actuarial | $51,444 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $39,000 |
COMERICA BANK4+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $7,559 |
BB&T4+ years Service code 49 200 WEST SECOND STREET · WINSTON-SALEM, NC 28472 | Other Services | $5,095 |
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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 | $21,578,776-100.0% | $98,614-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -2.23% | 8.57%-10.8pp | -0.41%-1.8pp | 33.37%-35.6pp |
| Employer contribution / active EE | $1,399 | $3,885-64.0% | $15,396-90.9% | $11,253-87.6% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,970-100.0% | $99,113-100.0% |