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| Provider | Service type | Compensation |
|---|---|---|
SEAFARERS VACATION PLAN2 years Service code 15 · EIN 13-5602047 | Recordkeeping | $50,000 |
FOSTER & FOSTER1 year Service code 11 184 SHUMAN BLVD, SUITE 305 · NAPERVILLE, IL 60563 | Actuarial | $32,412 |
Filed as: SIU PD PMA SUPPLEMENTAL BENEFIT FD Service code 15 · EIN 94-1431246 | Recordkeeping | $26,638 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $24,000 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $16,540 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $15,865 |
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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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 6.66% | 20.24%-13.6pp | 16.32%-9.7pp | 53.27%-46.6pp |
| Employer contribution / active EE | $0 | $14,384-100.0% | $31,806-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |