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| Provider | Service type | Compensation |
|---|---|---|
LAYNE MCCARTHY7+ years Service code 30 · EIN 13-6367144 901 NORTH BROADWAY · N. WHITE PLAINS, NY 10603 | Employee (plan) | $40,319 |
BRYAN MCCARTHY ESQ7+ years Service code 29 · EIN 11-3033680 1454 ROUTE 22 · BREWSTER, NY 10509 | Legal | $24,000 |
LOU GACCIONE1 year Service code 20 · EIN 13-6367194 906 ATLANTIC AVE · BALDWIN, NY 11510 | Trustee (individual) | $18,000 |
ROSEMARIE MCCARTHY7+ years Service code 30 · EIN 13-6367144 901 NORTH BROADWAY · N. WHITE PLAINS, NY 10603 | Employee (plan) | $13,026 |
SUMMIT FINANCIAL CORPORATION7+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 20-3838633 123 PREAKNESS DR · MT LAUREL, NJ 08054 | Actuarial | $10,000 |
QUAN-VEST CONSULTANTS, INC.7+ years Filed as: QUAN-VEST Service code 27 · EIN 11-2559669 390 PLANDOME RD · MANHASSET, NY 11030 | Advisory (Plan) | $8,082 |
LAWRENCE S. FISCHER, CPA7+ years Service code 10 · EIN 52-2326815 92 DOSORIS LANE · GLEN COVE, NY 11542 | Accounting | $8,000 |
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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 | $36,148-100.0% | $164,721-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 21.0%-21.0pp | 9.9%-9.9pp |
| Annual return | -7.18% | -4.92%-2.3pp | -5.85%-1.3pp | -5.25%-1.9pp |
| Employer contribution / active EE | $2,161 | $10,994-80.3% | $31,839-93.2% | $15,161-85.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $1,000-100.0% | $3,859-100.0% |