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| Provider | Service type | Compensation |
|---|---|---|
SEAFARERS VACATION PLAN1+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $50,000 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS NORTHEAST, INC Service code 11 9000 MIDATLANTIC DRIVE, SUITE 100 · MT. LAUREL, NJ 08054 | Actuarial | $36,510 |
Filed as: SIU PD PMA SUPPLEMENTAL BENEFIT FD Service code 15 · EIN 94-1431246 | Recordkeeping | $28,747 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $24,000 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 94-1671384 | Investment Management | $19,842 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $14,657 |
BASIL CASTROVINCI ASSOCIATES INC1+ years Filed as: BASIL, CASTROVINCI & ASSOC INC Service code 11 · EIN 13-2831500 | Actuarial | $5,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $253,870-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.8%-0.8pp |
| Annual return | -0.67% | -1.11%+0.4pp | -1.10%+0.4pp | -0.60%-0.1pp |
| Employer contribution / active EE | $0 | $11,820-100.0% | $27,248-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $1,534-100.0% | $105-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $702,575-100.0% | $717-100.0% |