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| Provider | Service type | Compensation |
|---|---|---|
LAYNE MCCARTHY6+ years Service code 13 · EIN 13-1889643 84 BUSINESS PARK DR · ARMONK, NY 10504 | Contract Administrator | $63,022 |
BRYAN MCCARTHY ESQ6+ years Filed as: BRYAN MCCARTHY, ESQ Service code 22 · EIN 01-0727299 1454 ROUTE 22 SUITE B101 · BREWSTER, NY 10509 | Insurance Broker | $59,130 |
LAWRENCE S. FISCHER, CPA6+ years Service code 10 · EIN 52-2326815 92 DOSORIS LANE · GLEN COVE, NY 11542 | Accounting | $22,900 |
ROSEMARIE MCCARTHY6+ years Service code 13 · EIN 13-1889643 84 BUSINESS PARK DR · ARMONK, NY 10504 | Contract Administrator | $22,470 |
QUAN-VEST CONSULTANTS, INC.6+ years Filed as: QUAN-VEST Service code 20 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Trustee (individual) | $21,996 |
LOCAL 1430 IBEW6+ years Service code 14 · EIN 13-1589405 84 BUSINESS PARK DR · ARMONK, NY 10504 | Plan Administrator | $20,213 |
ANDREW FAIR, ESQ.6+ years Service code 20 · EIN 20-3322400 16 INTERLAKEN DR. · EASTCHESTER, NY 10709 | Trustee (individual) | $18,000 |
CHRISTINE KING6+ years Filed as: CHRISTINE EMPEY Service code 13 · EIN 13-1889643 84 BUSINESS PARK DR · ARMONK, NY 10504 | Contract Administrator | $14,836 |
SUMMIT FINANCIAL CORPORATION5 years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 11-4385930 123 PREAKNESS DR · MT LAUREL, NJ 08054 | Actuarial | $13,000 |
LOUIS GACCIONE, JR.6+ years Service code 20 · EIN 05-7646731 906 ATLANTIC AVE. · BALDWIN, NY 11510 | Trustee (individual) | $7,500 |
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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 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | 8.55% | 9.55%-1.0pp | 9.52%-1.0pp | 9.29%-0.7pp |
| Employer contribution / active EE | $2,633 | $20,722-87.3% | $41,951-93.7% | $15,168-82.6% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |