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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANTHONY MIRANTI Service code 30 · EIN 11-6049445 420 W. MERRICK ROAD · VALLEY STREAM, NY 11580 | Direct payment from the plan; Employe... | $43,448 |
VICTOR LAGRECA10+ years Service code 30 · EIN 11-6049445 201 WEST VALLEY STREAM BLVD · VALLEY STREAM, NY 11580 | Direct payment from the plan; Employe... | $34,110 |
Filed as: BARNES, IACCARINO, & SHEPHERD LLP Service code 29 258 SAW MILL RIVER ROAD · ELMSFORD, NY 10523 | Legal | $31,120 |
Service code 15 · EIN 46-2849057 420 W. MERRICK ROAD · VALLEY STREAM, NY 11580 | Recordkeeping | $29,165 |
QUAN-VEST CONSULTANTS, INC.10+ years Filed as: QUAN-VEST Service code 20 · EIN 11-2559669 390 PLANDOME RD · MANHASSET, NY 11030 | Trustee (individual) | $26,196 |
DICKINSON WRIGHT PLLC1 year Filed as: DICKINSON GROUP Service code 11 585 STEWART AVE SUITE 330 · GARDEN CITY, NY 11530 | Actuarial | $20,167 |
SUMMIT FINANCIAL CORPORATION10+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 20-3838633 123 PREAKNESS DR · MT LAUREL, NJ 08054 | Actuarial | $14,342 |
TPA CORPORATION1 year Service code 16 P.O. BOX 433 · CARMEL HAMLET, NY 10512 | Consulting | $14,213 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 ONE PENN PLAZA · NEW YORK, NY 10119 | Accounting | $13,250 |
WEAVER AND TIDWELL, LLP1 year Service code 10 2300 N FIELD ST · DALLAS, TX 752012480 | Accounting | $12,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 10.97% | 8.04%+2.9pp | 9.17%+1.8pp | 8.76%+2.2pp |
| Employer contribution / active EE | $2,383 | $10,583-77.5% | $40,523-94.1% | $16,664-85.7% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |