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| Provider | Service type | Compensation |
|---|---|---|
SEAFARERS VACATION PLAN3+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $50,000 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS NORTHEAST, INC Service code 11 9000 MIDATLANTIC DRIVE, SUITE 100 · MT. LAUREL, NJ 08054 | Actuarial | $33,250 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $24,000 |
Filed as: SIU PD PMA SUPPLEMENTAL BENEFIT FD Service code 15 · EIN 94-1431246 | Recordkeeping | $20,828 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 94-1671384 | Investment Management | $18,049 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $15,306 |
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Annual investment return 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.
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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 5.50% | 11.16%-5.7pp | 14.20%-8.7pp | 23.90%-18.4pp |
| Employer contribution / active EE | $0 | $17,064-100.0% | $27,968-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |