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| Provider | Service type | Compensation |
|---|---|---|
BRYAN MCCARTHY ESQ3+ years Filed as: BRYAN MCCARTHY, ESQ Service code 22 · EIN 01-0727299 1454 ROUTE 22 SUITE B101 · BREWSTER, NY 10509 | Insurance Broker | $42,000 |
Service code 28 · EIN 52-6218800 7315 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $28,200 |
LOCAL 1430 IBEW3+ years Service code 14 · EIN 13-1589405 901 NORTH BROADWAY · NORTH WHITE PLAINS, NY 10603 | Plan Administrator | $14,935 |
SCANCARELLI & JACOBSON3+ years Service code 22 · EIN 13-3053796 22 FIRST STREET · MOUNT VERNON, NY 10550 | Insurance Broker | $13,200 |
ANDREW FAIR, ESQ.3+ years Service code 20 · EIN 20-3322400 16 INTERLAKEN DR. · EASTCHESTER, NY 10709 | Trustee (individual) | $12,000 |
LOUIS GACCIONE, JR.3+ years Service code 20 · EIN 05-7646731 906 ATLANTIC AVE. · BALDWIN, NY 11510 | Trustee (individual) | $12,000 |
CHRISTINE KING3+ years Filed as: CHRISTINE EMPEY Service code 13 · EIN 13-1889643 901 NORTH BROADWAY · NORTH WHITE PLAINS, NY 10603 | Contract Administrator | $0 |
LAWRENCE S. FISCHER, CPA3+ years Service code 10 · EIN 52-2326815 92 DOSORIS LANE · GLEN COVE, NY 11542 | Accounting | $0 |
LAYNE MCCARTHY3+ years Service code 13 · EIN 13-1889643 901 NORTH BROADWAY · NORTH WHITE PLAINS, NY 10603 | Contract Administrator | $0 |
QUAN-VEST CONSULTANTS, INC.3+ years Filed as: QUAN-VEST Service code 20 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Trustee (individual) | $0 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 11.53% | 12.23%-0.7pp | 10.36%+1.2pp | 13.95%-2.4pp |
| Employer contribution / active EE | $2,494 | $18,059-86.2% | $37,738-93.4% | $16,598-85.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |