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| Provider | Service type | Compensation |
|---|---|---|
LAYNE MCCARTHY4+ years Service code 13 · EIN 13-1889643 901 NORTH BROADWAY · NORTH WHITE PLAINS, NY 10603 | Contract Administrator | $57,252 |
BRYAN MCCARTHY ESQ4+ years Filed as: BRYAN MCCARTHY, ESQ Service code 22 · EIN 01-0727299 1454 ROUTE 22 SUITE B101 · BREWSTER, NY 10509 | Insurance Broker | $42,000 |
ROSEMARIE MCCARTHY4+ years Service code 13 · EIN 13-1889643 901 NORTH BROADWAY · NORTH WHITE PLAINS, NY 10603 | Contract Administrator | $30,183 |
LOCAL 1430 IBEW4+ years Service code 14 · EIN 13-1589405 901 NORTH BROADWAY · NORTH WHITE PLAINS, NY 10603 | Plan Administrator | $30,047 |
LAWRENCE S. FISCHER, CPA4+ years Service code 10 · EIN 52-2326815 92 DOSORIS LANE · GLEN COVE, NY 11542 | Accounting | $22,800 |
QUAN-VEST CONSULTANTS, INC.4+ years Filed as: QUAN-VEST Service code 20 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Trustee (individual) | $21,996 |
CHRISTINE KING4+ years Filed as: CHRISTINE EMPEY Service code 13 · EIN 13-1889643 901 NORTH BROADWAY · NORTH WHITE PLAINS, NY 10603 | Contract Administrator | $13,738 |
SCANCARELLI & JACOBSON4+ years Service code 22 · EIN 13-3053796 22 FIRST STREET · MOUNT VERNON, NY 10550 | Insurance Broker | $13,200 |
SUMMIT FINANCIAL CORPORATION3 years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 11-4385930 123 PREAKNESS DR · MT LAUREL, NJ 08054 | Actuarial | $13,000 |
ANDREW FAIR, ESQ.4+ years Service code 20 · EIN 20-3322400 16 INTERLAKEN DR. · EASTCHESTER, NY 10709 | Trustee (individual) | $12,000 |
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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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -3.09% | -1.56%-1.5pp | -2.18%-0.9pp | 10.56%-13.7pp |
| Employer contribution / active EE | $2,751 | $15,244-82.0% | $38,751-92.9% | $13,643-79.8% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |