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| Provider | Service type | Compensation |
|---|---|---|
SBHU LIFE AGENCY INC1+ years Service code 53 · EIN 13-2896238 | Insurance Commissions | $46,203 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $21,000 |
SEAFARERS VACATION PLAN1+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $15,000 |
Service code 50 · EIN 04-1590850 | Direct Payment | $14,468 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,007 | $84,728-76.4% | $60,547-67.0% | $69,651-71.3% |
| Participation rate | 7.8% | 63.7%-55.9pp | 68.0%-60.1pp | 66.6%-58.8pp |
| Annual return | 0.30% | -1.91%+2.2pp | 335.64%-335.3pp | 53.77%-53.5pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $239 | $3,056-92.2% | $3,328-92.8% | $3,635-93.4% |
| Admin fee / account holder | $52 | $74-30.0% | $4,536-98.9% | $63-18.0% |