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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 46-2849057 420 W. MERRICK ROAD · VALLEY STREAM, NY 11580 | Other Services | $117,191 |
BRYAN MCCARTHY ESQ3 years Service code 29 · EIN 01-0727299 1454 ROUTE 22 · BREWSTER, NY 10509 | Legal | $53,850 |
JOSEPH W. MCCARTHY & ASSOCIATES4+ years Filed as: JOSEPH GIOVINCO Service code 14 · EIN 11-6169861 201 W. VALLEY STREAM BLVD · VALLEY STREAM, NY 11580 | Plan Administrator | $25,370 |
COSTAROTHBORT LLC4+ years Service code 10 · EIN 46-5286678 445 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Accounting | $22,008 |
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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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -1.70% | -1.53%-0.2pp | -2.18%+0.5pp | -0.69%-1.0pp |
| Employer contribution / active EE | $2,508 | $14,498-82.7% | $38,751-93.5% | $16,786-85.1% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |