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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $556,292 |
SEAFARERS VACATION PLAN8+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $98,486 |
BASIL CASTROVINCI ASSOCIATES INC8+ years Service code 11 · EIN 13-2831500 | Actuarial | $56,796 |
Service code 49 · EIN 11-1956585 | Other Services | $52,605 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $39,336 |
COMERICA BANK8+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $7,951 |
NGL GROUP LLC3 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 | $164,233-100.0% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -12.56% | 62.64%-75.2pp | -2.63%-9.9pp | 2.77%-15.3pp |
| Employer contribution / active EE | $1,610 | $9,627-83.3% | $29,813-94.6% | $15,262-89.5% |
| Participant deferral / active EE | $0 | $257-100.0% | $8-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |