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| Provider | Service type | Compensation |
|---|---|---|
LAYNE MCCARTHY8+ years Service code 30 · EIN 13-6367144 901 NORTH BROADWAY · N. WHITE PLAINS, NY 10603 | Employee (plan) | $41,033 |
BRYAN MCCARTHY ESQ8+ years Service code 29 · EIN 11-3033680 1454 ROUTE 22 · BREWSTER, NY 10509 | Legal | $18,000 |
DYLAN WILEY1 year Service code 20 · EIN 13-1835737 84 BUSINESS PARK DR · ARMONK, NY 10603 | Trustee (individual) | $18,000 |
MATTHEW COLLINS1 year Filed as: MATTHEW ROCCO Service code 20 · EIN 13-1889643 3 WEST MAIN ST · ELMSFORD, NY 10523 | Trustee (individual) | $18,000 |
ROSEMARIE MCCARTHY8+ years Service code 30 · EIN 13-6367144 901 NORTH BROADWAY · N. WHITE PLAINS, NY 10603 | Employee (plan) | $16,753 |
SUMMIT FINANCIAL CORPORATION8+ 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.8+ years Filed as: QUAN-VEST Service code 27 · EIN 11-2559669 390 PLANDOME RD · MANHASSET, NY 11030 | Advisory (Plan) | $8,748 |
WEAVER LLP1 year Filed as: MCCARTHY & PREECE Service code 29 · EIN 84-3667887 118 N. BEDFORD RD · MT KISCKO, NY 10549 | Legal | $6,000 |
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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 | $55,526-100.0% | $473,625-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.3%-37.3pp | 12.4%-12.4pp |
| Annual return | 5.77% | 14.18%-8.4pp | 20.18%-14.4pp | 9.89%-4.1pp |
| Employer contribution / active EE | $1,925 | $10,771-82.1% | $29,108-93.4% | $14,313-86.6% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $705-100.0% | $2,262-100.0% | $9,084-100.0% |