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| Provider | Service type | Compensation |
|---|---|---|
SEAFARERS VACATION PLAN3 years Service code 15 · EIN 13-5602047 | Recordkeeping | $50,000 |
FOSTER & FOSTER2 years Service code 11 184 SHUMAN BLVD, SUITE 305 · NAPERVILLE, IL 60563 | Actuarial | $38,475 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $26,784 |
Filed as: SIU PD PMA SUPPLEMENTAL BENEFIT FD Service code 15 · EIN 94-1431246 | Recordkeeping | $16,513 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $16,077 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $15,997 |
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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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 3.58% | 15.15%-11.6pp | 10.57%-7.0pp | 11.45%-7.9pp |
| Employer contribution / active EE | $0 | $16,781-100.0% | $29,483-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |