| Provider | Service type | Compensation |
|---|---|---|
SEAFARERS VACATION PLAN1+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $3,953,894 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 94-1671384 | Investment Management | $1,394,433 |
ATLANTIC ASSET MANAGEMENT1+ years Filed as: ATLANTIC ASSET MANAGEMENT, LLC Service code 28 · EIN 13-3728982 | Investment Management | $590,126 |
SEI INVESTMENTS1+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $498,304 |
SEAFARERS INTL UNION AGLIW1+ years Service code 15 · EIN 11-1690171 | Recordkeeping | $415,599 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $337,503 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $303,732 |
AMERICAN REALTY ADVISORS1+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-4080466 | Investment Management | $226,755 |
QUAN-VEST CONSULTANTS, INC.1+ years Service code 27 · EIN 11-2259669 | Advisory (Plan) | $199,992 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $145,321 |
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 | $0 | $253,870-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | 2.20% | 3.11%-0.9pp | -1.10%+3.3pp | 3.11%-0.9pp |
| Employer contribution / active EE | $1,606 | $9,361-82.8% | $27,248-94.1% | $9,361-82.8% |
| Participant deferral / active EE | $0 | $375-100.0% | $105-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $702,575-100.0% | - |