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| Provider | Service type | Compensation |
|---|---|---|
SEAFARERS VACATION PLAN10+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $638,006 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 52-1994914 | Investment Management | $444,816 |
JPMORGAN INVEST HOLDINGS LLC9 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $71,614 |
ATALANTA SOSNOFF9 years Filed as: ATALANTA SOSNOFF CAPITAL Service code 27 · EIN 20-0461050 | Advisory (Plan) | $57,249 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $53,741 |
BASIL CASTROVINCI ASSOCIATES INC10+ years Service code 17 · EIN 13-2831500 | Pension Consulting | $46,740 |
QUAN-VEST CONSULTANTS, INC.10+ years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $15,000 |
COMERICA BANK10+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $9,378 |
GALINDEZ LLC1 year Service code 10 · EIN 66-0703468 | Accounting | $9,318 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,348 | $96,188-89.2% | $76,030-86.4% | $99,313-89.6% |
| Participation rate | 98.2% | 72.7%+25.5pp | 69.1%+29.1pp | 71.7%+26.5pp |
| Annual return | 9.17% | 16.48%-7.3pp | 361.54%-352.4pp | 17.67%-8.5pp |
| Employer contribution / active EE | $1,429 | $3,167-54.9% | $2,688-46.8% | $3,264-56.2% |
| Participant deferral / active EE | $14 | $4,842-99.7% | $4,257-99.7% | $5,346-99.7% |
| Admin fee / account holder | $94 | $87+7.3% | $6,421-98.5% | $109-14.2% |