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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $508,323 |
SEAFARERS VACATION PLAN6+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $83,556 |
Service code 49 · EIN 11-1956585 | Other Services | $53,956 |
BASIL CASTROVINCI ASSOCIATES INC6+ years Service code 11 · EIN 13-2831500 | Actuarial | $51,444 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $37,080 |
COMERICA BANK6+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $7,600 |
BB&T6+ years Service code 49 200 WEST SECOND STREET · WINSTON-SALEM, NC 28472 | Other Services | $5,366 |
NGL GROUP LLC1 year Service code 22 · EIN 11-2334973 | Insurance Broker | $0 |
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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 | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.0%0pp |
| Annual return | 11.25% | 11.99%-0.7pp | 10.57%+0.7pp | 12.86%-1.6pp |
| Employer contribution / active EE | $1,325 | $6,238-78.8% | $18,335-92.8% | $13,687-90.3% |
| Participant deferral / active EE | $0 | $5-100.0% | $5-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $8,713-100.0% | - |