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| Provider | Service type | Compensation |
|---|---|---|
SEAFARERS VACATION PLAN4+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $452,309 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $366,478 |
ATALANTA SOSNOFF3 years Filed as: ATALANTA SOSNOFF CAPITAL Service code 27 · EIN 20-0461050 | Advisory (Plan) | $52,866 |
BASIL CASTROVINCI ASSOCIATES INC4+ years Service code 17 · EIN 13-2831500 | Pension Consulting | $42,336 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $39,000 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $33,953 |
QUAN-VEST CONSULTANTS, INC.4+ years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $12,996 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $8,584 |
COMERICA BANK4+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $8,238 |
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 | $8,190 | $57,605-85.8% | $67,313-87.8% | $68,904-88.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 69.1%+30.9pp | 74.1%+25.9pp |
| Annual return | -1.48% | -3.81%+2.3pp | -4.08%+2.6pp | 1.07%-2.5pp |
| Employer contribution / active EE | $1,058 | $2,219-52.3% | $2,566-58.8% | $2,540-58.3% |
| Participant deferral / active EE | $18 | $3,063-99.4% | $3,568-99.5% | $4,015-99.5% |
| Admin fee / account holder | $71 | $77-8.6% | $4,507-98.4% | $71-0.6% |