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| Provider | Service type | Compensation |
|---|---|---|
SEAFARERS VACATION PLAN5 years Service code 15 · EIN 13-5602047 | Recordkeeping | $50,000 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $27,192 |
FOSTER & FOSTER4 years Service code 11 184 SHUMAN BLVD, SUITE 305 · NAPERVILLE, IL 60563 | Actuarial | $24,200 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $15,544 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $15,361 |
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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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -7.94% | -4.95%-3.0pp | 22.50%-30.4pp | 2.77%-10.7pp |
| Employer contribution / active EE | $0 | $15,740-100.0% | $33,849-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |