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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $74,201 |
BASIL CASTROVINCI ASSOCIATES INC1+ years Service code 11 · EIN 13-2831500 | Actuarial | $62,500 |
SEAFARERS VACATION PLAN1+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $50,000 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $25,210 |
GUADALUPE MURILLO1+ years Service code 49 944 KING AVENUE · WILMINGTON, CA 90744 | Other Services | $8,262 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $206,458-100.0% | $19,623-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | - |
| Annual return | 2.37% | 4.11%-1.7pp | -0.97%+3.3pp | - |
| Employer contribution / active EE | $0 | $17,961-100.0% | $22,441-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $183-100.0% | - |
| Admin fee / account holder | $0 | $14,541-100.0% | $2,730-100.0% | - |