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| Provider | Service type | Compensation |
|---|---|---|
SEAFARERS VACATION PLAN9+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $582,766 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $505,641 |
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $84,257 |
ATALANTA SOSNOFF8 years Filed as: ATALANTA SOSNOFF CAPITAL Service code 27 · EIN 20-0461050 | Advisory (Plan) | $67,452 |
THE SEGAL COMPANY9+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $50,652 |
BASIL CASTROVINCI ASSOCIATES INC9+ years Service code 17 · EIN 13-2831500 | Pension Consulting | $46,740 |
QUAN-VEST CONSULTANTS, INC.9+ years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $15,000 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $14,331 |
COMERICA BANK9+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $9,209 |
NGL GROUP LLC1 year Service code 23 · EIN 11-2334973 | Insurance services; Insurance brokera... | $5,247 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $85,257-100.0% | $70,548-100.0% | $103,514-100.0% |
| Participation rate | 0.0% | 71.0%-71.0pp | 68.3%-68.3pp | 73.3%-73.3pp |
| Annual return | 7.07% | 25.37%-18.3pp | 32.78%-25.7pp | 33.12%-26.1pp |
| Employer contribution / active EE | $1,260 | $3,007-58.1% | $2,975-57.7% | $3,210-60.8% |
| Participant deferral / active EE | $16 | $4,773-99.7% | $4,567-99.7% | $5,209-99.7% |
| Admin fee / account holder | $0 | $89-100.0% | $6,424-100.0% | $114-100.0% |