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| Provider | Service type | Compensation |
|---|---|---|
VICTOR LAGRECA2+ years Service code 13 · EIN 22-1552821 201 WEST VALLET STREAM BLVD · VALLEY STREAM, NY 11580 | Contract Administrator | $19,148 |
LAWRENCE S. FISCHER, CPA2+ years Service code 10 · EIN 52-2326815 92 DOSORIS LANE · GLEN COVE, NY 11542 | Accounting | $18,000 |
BRYAN CAVE LLP2+ years Filed as: BRYAN C. MCCARTHY, PC Service code 22 · EIN 01-0727299 271 NORTH AVE · NEW ROCHELLE, NY 11801 | Insurance Broker | $15,840 |
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 20-3838633 123 PREAKNESS DR · MT LAUREL, NJ 08054 | Actuarial | $15,000 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUAN-VEST Service code 20 · EIN 11-2559669 390 PLANDOME RD · MANHASSET, NY 11030 | Trustee (individual) | $7,150 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $6,300 |
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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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 4.54% | 5.80%-1.3pp | 4.74%-0.2pp | 11.88%-7.3pp |
| Employer contribution / active EE | $3,484 | $15,506-77.5% | $36,089-90.3% | $14,612-76.2% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |