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| Provider | Service type | Compensation |
|---|---|---|
SEAFARERS VACATION PLAN2+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $496,954 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 94-1671384 | Investment Management | $314,306 |
AMERICAN REALTY ADVISORS1 year Filed as: MACKAY SHIELDS LLC Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $48,636 |
BASIL CASTROVINCI ASSOCIATES INC2+ years Service code 17 · EIN 13-2831500 | Pension Consulting | $42,336 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $39,000 |
ATALANTA SOSNOFF1 year Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $15,447 |
QUAN-VEST CONSULTANTS, INC.2+ years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $12,000 |
ATLANTIC ASSET MANAGEMENT2+ years Filed as: ATLANTIC ASSET MANAGEMENT, LLC Service code 28 · EIN 13-3728982 | Investment Management | $7,950 |
Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $7,564 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $7,512 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,774 | $56,606-86.3% | $67,834-88.5% | $65,292-88.1% |
| Participation rate | 100.0% | 62.4%+37.6pp | 68.8%+31.2pp | 72.4%+27.6pp |
| Annual return | 4.74% | 16.19%-11.4pp | 138.47%-133.7pp | 11.84%-7.1pp |
| Employer contribution / active EE | $1,010 | $1,797-43.8% | $2,403-58.0% | $2,302-56.1% |
| Participant deferral / active EE | $22 | $2,804-99.2% | $3,160-99.3% | $3,579-99.4% |
| Admin fee / account holder | $73 | $57+28.6% | $4,622-98.4% | $57+26.9% |