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| Provider | Service type | Compensation |
|---|---|---|
SEAFARERS VACATION PLAN7 years Service code 15 · EIN 13-5602047 | Recordkeeping | $45,833 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS REALTY INVESTORS LLC Service code 18 10 STATE HOUSE SQUARE, 15TH FL · HARTFORD, CT 06103 | Investment management fees paid indir... | $45,076 |
BASIL CASTROVINCI ASSOCIATES INC9+ years Service code 11 · EIN 13-2831500 | Actuarial | $45,000 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $31,896 |
THE SEGAL COMPANY9+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $24,000 |
COMERICA BANK4 years Service code 49 | Other Services | $12,864 |
GUADALUPE MURILLO9+ years Service code 49 944 KING AVENUE · WILMINGTON, CA 90744 | Other Services | $7,650 |
NGL GROUP LLC1 year Service code 23 · EIN 11-2334973 | Direct payment from the plan; Insuran... | $0 |
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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 | $151,373-100.0% | $101,802-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | - |
| Annual return | 7.96% | 93.58%-85.6pp | 9.51%-1.6pp | - |
| Employer contribution / active EE | $0 | $22,052-100.0% | $23,377-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | - |
| Admin fee / account holder | $0 | $3,060-100.0% | $769-100.0% | - |