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| Provider | Service type | Compensation |
|---|---|---|
SEAFARERS VACATION PLAN8+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $462,455 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $422,008 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $84,315 |
ATALANTA SOSNOFF7 years Filed as: ATALANTA SOSNOFF CAPITAL Service code 27 · EIN 20-0461050 | Advisory (Plan) | $56,911 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $49,176 |
BASIL CASTROVINCI ASSOCIATES INC8+ years Service code 17 · EIN 13-2831500 | Pension Consulting | $46,740 |
QUAN-VEST CONSULTANTS, INC.8+ years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $14,165 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $13,567 |
COMERICA BANK8+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $9,574 |
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 | $9,886 | $84,572-88.3% | $68,808-85.6% | $78,104-87.3% |
| Participation rate | 96.3% | 73.3%+22.9pp | 69.0%+27.2pp | 74.5%+21.8pp |
| Annual return | -11.33% | -13.88%+2.5pp | -6.37%-5.0pp | 10.90%-22.2pp |
| Employer contribution / active EE | $1,319 | $3,358-60.7% | $2,656-50.3% | $3,128-57.8% |
| Participant deferral / active EE | $22 | $4,666-99.5% | $3,942-99.4% | $5,089-99.6% |
| Admin fee / account holder | $84 | $90-5.9% | $4,936-98.3% | $79+6.8% |