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| Provider | Service type | Compensation |
|---|---|---|
SEAFARERS VACATION PLAN6 years Service code 15 · EIN 13-5602047 | Recordkeeping | $50,000 |
FOSTER & FOSTER5 years Service code 11 184 SHUMAN BLVD, SUITE 305 · NAPERVILLE, IL 60563 | Actuarial | $40,400 |
THE SEGAL COMPANY9+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $27,024 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $16,925 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $13,683 |
Filed as: SIU PD SUPP BEN GEN ADMIN FUND Service code 49 | Other Services | $5,009 |
NGL GROUP LLC1 year Service code 53 | Insurance Commissions | $2,684 |
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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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 5.56% | 724.96%-719.4pp | 78.53%-73.0pp | 37.74%-32.2pp |
| Employer contribution / active EE | $0 | $14,638-100.0% | $31,628-100.0% | $15,788-100.0% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |