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| Provider | Service type | Compensation |
|---|---|---|
LAYNE MCCARTHY1+ years Service code 30 · EIN 13-6367144 901 NORTH BROADWAY · N. WHITE PLAINS, NY 10603 | Employee (plan) | $34,733 |
BRYAN MCCARTHY ESQ1+ years Service code 29 · EIN 11-3033680 1454 ROUTE 22 · BREWSTER, NY 10509 | Legal | $24,000 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 20-3838633 123 PREAKNESS DR · MT LAUREL, NJ 08054 | Actuarial | $10,000 |
LAWRENCE S. FISCHER, CPA1+ years Service code 10 · EIN 52-2326815 92 DOSORIS LANE · GLEN COVE, NY 11542 | Accounting | $8,500 |
ROSEMARIE MCCARTHY1+ years Service code 30 · EIN 13-6367144 901 NORTH BROADWAY · N. WHITE PLAINS, NY 10603 | Employee (plan) | $8,225 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN-VEST Service code 27 · EIN 11-2559669 390 PLANDOME RD · MANHASSET, NY 11030 | Advisory (Plan) | $7,398 |
CHRISTINE KING1+ years Filed as: CHRISTINE EMPEY Service code 30 · EIN 13-6367144 901 NORTH BROADWAY · N. WHITE PLAINS, NY 10603 | Employee (plan) | $6,226 |
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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 | $415,031-100.0% | $209,859-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | - |
| Annual return | 2.54% | 15.23%-12.7pp | 4.16%-1.6pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $29,966-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $13,952-100.0% | - |