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| Provider | Service type | Compensation |
|---|---|---|
SEAFARERS VACATION PLAN1+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $417,031 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 94-1671384 | Investment Management | $331,643 |
BASIL CASTROVINCI ASSOCIATES INC1+ years Service code 17 · EIN 13-2831500 | Pension Consulting | $46,900 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $39,000 |
ATLANTIC ASSET MANAGEMENT1+ years Filed as: ATLANTIC ASSET MANAGEMENT, LLC Service code 28 · EIN 13-3728982 | Investment Management | $32,282 |
QUAN-VEST CONSULTANTS, INC.1+ years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $12,000 |
COMERICA BANK1+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $6,954 |
BENEFITS PUERTO RICO1+ years Filed as: BENEFITSPUERTORICO.COM LLC Service code 29 1560 PARANA STREET - UNIT 10-D · SAN JUAN, PR 00926 | Legal | $6,101 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $6,050 |
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,351 | $56,882-87.1% | $60,547-87.9% | $67,505-89.1% |
| Participation rate | 98.0% | 66.9%+31.1pp | 68.0%+30.1pp | 71.2%+26.8pp |
| Annual return | 1.23% | -0.06%+1.3pp | 335.64%-334.4pp | 6.52%-5.3pp |
| Employer contribution / active EE | $955 | $2,085-54.2% | $2,419-60.5% | $2,173-56.0% |
| Participant deferral / active EE | $17 | $3,091-99.4% | $3,328-99.5% | $3,597-99.5% |
| Admin fee / account holder | $63 | $65-3.3% | $4,536-98.6% | $56+11.7% |