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| Provider | Service type | Compensation |
|---|---|---|
SEAFARERS VACATION PLAN5+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $490,703 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $377,087 |
ATALANTA SOSNOFF4 years Filed as: ATALANTA SOSNOFF CAPITAL Service code 27 · EIN 20-0461050 | Advisory (Plan) | $55,623 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $45,000 |
BASIL CASTROVINCI ASSOCIATES INC5+ years Service code 17 · EIN 13-2831500 | Pension Consulting | $42,336 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $36,127 |
QUAN-VEST CONSULTANTS, INC.5+ years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $12,996 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $9,236 |
AMERICAN FUNDS1 year Filed as: CAPITAL ONE BANK Service code 50 · EIN 72-0210640 | Direct Payment | $9,156 |
COMERICA BANK5+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $8,658 |
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 | $9,283 | $71,757-87.1% | $75,901-87.8% | $82,204-88.7% |
| Participation rate | 100.0% | 69.0%+31.0pp | 69.3%+30.7pp | 73.4%+26.6pp |
| Annual return | 13.55% | 22.77%-9.2pp | 30.76%-17.2pp | 26.31%-12.8pp |
| Employer contribution / active EE | $1,120 | $2,325-51.8% | $2,501-55.2% | $2,707-58.6% |
| Participant deferral / active EE | $16 | $3,327-99.5% | $3,603-99.6% | $4,246-99.6% |
| Admin fee / account holder | $75 | $87-14.0% | $5,420-98.6% | $76-1.2% |