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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $575,075 |
SEAFARERS VACATION PLAN7+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $83,556 |
Service code 49 · EIN 11-1956585 | Other Services | $63,341 |
BASIL CASTROVINCI ASSOCIATES INC7+ years Service code 11 · EIN 13-2831500 | Actuarial | $56,796 |
THE SEGAL COMPANY7+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $38,196 |
COMERICA BANK7+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $8,295 |
BB&T7+ years Service code 49 200 WEST SECOND STREET · WINSTON-SALEM, NC 28472 | Other Services | $5,671 |
NGL GROUP LLC2 years 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 | $1,472,696-100.0% | $38,981-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.7%-0.7pp |
| Annual return | 12.83% | 8.50%+4.3pp | 11.38%+1.4pp | 13.24%-0.4pp |
| Employer contribution / active EE | $1,658 | $9,057-81.7% | $18,467-91.0% | $14,616-88.7% |
| Participant deferral / active EE | $0 | $179-100.0% | $71-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $786-100.0% | $4,137-100.0% |