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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $673,194 |
SEAFARERS VACATION PLAN9+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $128,898 |
BASIL CASTROVINCI ASSOCIATES INC9+ years Service code 11 · EIN 13-2831500 | Actuarial | $56,796 |
Service code 49 · EIN 11-1956585 | Other Services | $51,964 |
THE SEGAL COMPANY9+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $40,152 |
COMERICA BANK9+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $7,747 |
NGL GROUP LLC4 years Service code 22 · EIN 11-2334973 | Insurance Broker | $6,066 |
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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 | $13,363-100.0% | $101,802-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.2%-2.2pp |
| Annual return | 13.74% | 8.26%+5.5pp | 9.51%+4.2pp | 9.11%+4.6pp |
| Employer contribution / active EE | $1,363 | $17,413-92.2% | $23,377-94.2% | $12,231-88.9% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $769-100.0% | $125-100.0% |