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| Provider | Service type | Compensation |
|---|---|---|
LAYNE MCCARTHY10+ years Service code 30 · EIN 13-1889643 | Direct payment from the plan; Employe... | $100,145 |
ROSEMARIE MCCARTHY10+ years Service code 30 · EIN 13-1889643 | Direct payment from the plan; Employe... | $55,350 |
QUAN-VEST CONSULTANTS, INC.10+ years Filed as: QUAN-VEST Service code 27 · EIN 11-2559669 | Advisory (Plan) | $48,000 |
MCCARTHY CALLAS & FEENEY PC3 years Filed as: MCCARTHY & PREECE PLLC Service code 22 · EIN 84-3667887 | Insurance Broker | $42,000 |
NEWTOWER TRUST COMPANY1 year Service code 27 · EIN 30-0872552 | Advisory (Plan) | $24,995 |
LAWRENCE S. FISCHER, CPA10+ years Service code 10 92 DOSORIS LANE · GLEN COVE, NY 11542 | Accounting | $24,700 |
GILBERTO MENDOZA1 year Service code 20 · EIN 13-1889643 | Trustee (individual); Direct payment ... | $18,177 |
ANDREW FAIR, ESQ.10+ years Service code 20 · EIN 20-3322400 | Direct payment from the plan; Trustee... | $18,000 |
MATTHEW COLLINS4 years Filed as: MATTHEW ROCCO Service code 30 · EIN 13-1889643 | Employee (plan); Direct payment from ... | $18,000 |
DYLAN WILEY3 years Service code 30 · EIN 13-1889643 | Employee (plan); Direct payment from ... | $15,000 |
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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 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | 9.64% | 9.98%-0.3pp | 9.17%+0.5pp | 8.21%+1.4pp |
| Employer contribution / active EE | $3,239 | $11,917-72.8% | $40,523-92.0% | $13,841-76.6% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |