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| Provider | Service type | Compensation |
|---|---|---|
SEAFARERS VACATION PLAN1 year Service code 15 · EIN 13-5602047 | Recordkeeping | $50,000 |
BOLTON PARTNERS, INC.4+ years Filed as: BOLTON PARTNERS NORTHEAST, INC Service code 11 9000 MIDATLANTIC DRIVE, SUITE 100 · MT. LAUREL, NJ 08054 | Actuarial | $34,750 |
Filed as: SIU PD PMA SUPPLEMENTAL BENEFIT FD Service code 15 · EIN 94-1431246 | Recordkeeping | $24,510 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $24,000 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $17,869 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $15,595 |
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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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | -2.69% | 4.52%-7.2pp | -0.70%-2.0pp | 0.19%-2.9pp |
| Employer contribution / active EE | $0 | $13,719-100.0% | $28,903-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |