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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $809,387 |
PLAN EMPLOYEE1+ years Service code 30 · EIN 11-6138267 | Direct payment from the plan; Employe... | $182,718 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $130,530 |
BASIL CASTROVINCI ASSOCIATES INC1+ years Service code 11 · EIN 13-2831500 | Actuarial | $73,437 |
ATALANTA SOSNOFF1+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $27,350 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $24,000 |
QUAN-VEST CONSULTANTS, INC.1+ years Service code 27 · EIN 11-2259669 | Advisory (Plan) | $15,000 |
SEAFARERS VACATION PLAN1+ years Service code 15 · EIN 13-5602047 | Recordkeeping | $14,645 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $14,278 |
COMERICA BANK1+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $13,180 |
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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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 8.03% | 724.96%-716.9pp | 78.62%-70.6pp | 37.77%-29.7pp |
| Employer contribution / active EE | $24,988 | $14,638+70.7% | $31,646-21.0% | $15,798+58.2% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |