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| Provider | Service type | Compensation |
|---|---|---|
LAYNE MCCARTHY3+ years Service code 30 · EIN 13-6367144 901 NORTH BROADWAY · N. WHITE PLAINS, NY 10603 | Employee (plan) | $35,099 |
BRYAN MCCARTHY ESQ3+ years Service code 29 · EIN 11-3033680 1454 ROUTE 22 · BREWSTER, NY 10509 | Legal | $24,000 |
QUAN-VEST CONSULTANTS, INC.3+ years Filed as: QUAN-VEST Service code 27 · EIN 11-2559669 390 PLANDOME RD · MANHASSET, NY 11030 | Advisory (Plan) | $18,000 |
LAWRENCE S. FISCHER, CPA3+ years Service code 10 · EIN 52-2326815 92 DOSORIS LANE · GLEN COVE, NY 11542 | Accounting | $11,000 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 20-3838633 123 PREAKNESS DR · MT LAUREL, NJ 08054 | Actuarial | $10,000 |
ROSEMARIE MCCARTHY3+ years Service code 30 · EIN 13-6367144 901 NORTH BROADWAY · N. WHITE PLAINS, NY 10603 | Employee (plan) | $9,424 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | 7.06% | -2.92%+10.0pp | -752.26%+759.3pp | 10.56%-3.5pp |
| Employer contribution / active EE | $1,580 | $9,485-83.3% | $31,802-95.0% | $13,643-88.4% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |