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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $490,200 |
SEAFARERS VACATION PLAN5+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $99,090 |
BASIL CASTROVINCI ASSOCIATES INC5+ years Service code 11 · EIN 13-2831500 | Actuarial | $51,444 |
Service code 49 · EIN 11-1956585 | Other Services | $43,528 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $36,000 |
COMERICA BANK5+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $7,600 |
BB&T5+ years Service code 49 200 WEST SECOND STREET · WINSTON-SALEM, NC 28472 | Other Services | $5,228 |
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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 | $341,093,897-100.0% | $204,001-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 0.0%0pp |
| Annual return | 15.67% | 16.64%-1.0pp | -100.31%+116.0pp | 21.83%-6.2pp |
| Employer contribution / active EE | $1,466 | $7,557-80.6% | $18,686-92.2% | $12,237-88.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,604-100.0% | $1,551,325-100.0% |