Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $53,151 |
SEAFARERS VACATION PLAN6 years Service code 15 · EIN 13-5602047 | Recordkeeping | $50,000 |
BASIL CASTROVINCI ASSOCIATES INC8+ years Service code 11 · EIN 13-2831500 | Actuarial | $45,000 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS REALTY INVESTORS LLC Service code 18 10 STATE HOUSE SQUARE, 15TH FL · HARTFORD, CT 06103 | Investment advisory (plan); Investmen... | $36,227 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $24,000 |
COMERICA BANK3 years Service code 49 | Other Services | $12,157 |
GUADALUPE MURILLO8+ years Service code 49 944 KING AVENUE · WILMINGTON, CA 90744 | Other Services | $7,650 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $503,327-100.0% | $75,030-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | - |
| Annual return | -11.08% | 55.68%-66.8pp | -2.63%-8.5pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $29,813-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $838-100.0% | - |