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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $65,752 |
BASIL CASTROVINCI ASSOCIATES INC3+ years Service code 11 · EIN 13-2831500 | Actuarial | $56,000 |
SEAFARERS VACATION PLAN1 year Service code 15 · EIN 13-5602047 | Recordkeeping | $50,000 |
ULLICO2 years Filed as: UNION BANK Service code 49 400 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Other Services | $22,304 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $22,000 |
GUADALUPE MURILLO3+ years Service code 49 944 KING AVENUE · WILMINGTON, CA 90744 | Other Services | $8,109 |
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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 | $233,564-100.0% | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | - |
| Annual return | 9.78% | 28.83%-19.1pp | 337.46%-327.7pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $20,191-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $30-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $1,663-100.0% | - |