| Provider | Service type | Compensation |
|---|---|---|
SEAFARERS VACATION PLAN6 years Service code 15 · EIN 13-5602047 | Recordkeeping | $4,045,163 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $1,812,701 |
SEI INVESTMENTS8+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $808,394 |
ATALANTA SOSNOFF7 years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $796,152 |
ASB CAPITAL MANAGEMENT7 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $751,194 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $650,619 |
SEAFARERS INTL UNION AGLIW8+ years Service code 15 · EIN 11-1690171 | Recordkeeping | $593,359 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ASSET MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $248,489 |
QUAN-VEST CONSULTANTS, INC.8+ years Service code 27 · EIN 11-2259669 | Advisory (Plan) | $194,996 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $144,244 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -14.22% | -14.80%+0.6pp | 22.50%-36.7pp | -14.80%+0.6pp |
| Employer contribution / active EE | $1,593 | $8,996-82.3% | $33,849-95.3% | $8,996-82.3% |
| Participant deferral / active EE | $0 | $455-100.0% | $101-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |