| Provider | Service type | Compensation |
|---|---|---|
SEAFARERS VACATION PLAN7 years Service code 15 · EIN 13-5602047 | Recordkeeping | $4,045,122 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $1,693,502 |
SEI INVESTMENTS9+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $784,745 |
ATALANTA SOSNOFF8 years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $744,890 |
SEAFARERS INTL UNION AGLIW9+ years Service code 15 · EIN 11-1690171 | Recordkeeping | $730,856 |
ASB CAPITAL MANAGEMENT8 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $649,911 |
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $646,028 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ASSET MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $243,889 |
QUAN-VEST CONSULTANTS, INC.9+ years Service code 27 · EIN 11-2259669 | Advisory (Plan) | $233,615 |
THE SEGAL COMPANY9+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $148,577 |
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 | $7,193,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 10.56% | 33.11%-22.6pp | 78.62%-68.1pp | 33.11%-22.6pp |
| Employer contribution / active EE | $1,656 | $9,000-81.6% | $31,646-94.8% | $9,000-81.6% |
| Participant deferral / active EE | $0 | $680-100.0% | $101-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | - |