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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $56,978 |
SEAFARERS VACATION PLAN3 years Service code 15 · EIN 13-5602047 | Recordkeeping | $50,000 |
BASIL CASTROVINCI ASSOCIATES INC5+ years Service code 11 · EIN 13-2831500 | Actuarial | $45,000 |
ULLICO4 years Filed as: UNION BANK Service code 49 400 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Other Services | $25,190 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $24,000 |
GUADALUPE MURILLO5+ years Service code 49 944 KING AVENUE · WILMINGTON, CA 90744 | Other Services | $7,956 |
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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 | $289,682-100.0% | $204,001-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | - |
| Annual return | 12.64% | 43.80%-31.2pp | -100.31%+112.9pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $18,686-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $77-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $1,604-100.0% | - |