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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $925,951 |
PLAN EMPLOYEE2+ years Service code 30 · EIN 11-6138267 | Direct payment from the plan; Employe... | $190,100 |
BASIL CASTROVINCI ASSOCIATES INC2+ years Service code 11 · EIN 13-2831500 | Actuarial | $67,788 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $62,990 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 | Accounting | $24,000 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $21,151 |
SEAFARERS VACATION PLAN2+ years Service code 15 · EIN 13-5602047 | Recordkeeping | $14,069 |
QUAN-VEST CONSULTANTS, INC.2+ years Service code 27 · EIN 11-2259669 | Advisory (Plan) | $13,750 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $13,428 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $4,637 |
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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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 11.29% | 8.51%+2.8pp | 10.53%+0.8pp | 8.76%+2.5pp |
| Employer contribution / active EE | $26,053 | $16,216+60.7% | $26,797-2.8% | $16,664+56.3% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |