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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $65,849 |
BASIL CASTROVINCI ASSOCIATES INC2+ years Service code 11 · EIN 13-2831500 | Actuarial | $57,000 |
SEAFARERS VACATION PLAN2+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $50,000 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $23,138 |
ULLICO1 year Filed as: UNION BANK Service code 49 400 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Other Services | $21,075 |
GUADALUPE MURILLO2+ years Service code 49 944 KING AVENUE · WILMINGTON, CA 90744 | Other Services | $7,803 |
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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 | $415,031-100.0% | $111,575-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | - |
| Annual return | 5.32% | 15.23%-9.9pp | 18.87%-13.6pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $19,828-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $262-100.0% | - |