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| Provider | Service type | Compensation |
|---|---|---|
C. VASILE3+ years Service code 24 · EIN 51-6128660 1065 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Discretionary Trustee | $51,222 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: M. SALOMON Service code 24 · EIN 51-6128660 1065 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Discretionary Trustee | $37,260 |
L. GRECO3+ years Service code 13 · EIN 51-6128660 1065 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Contract Administrator | $32,915 |
BRYAN MCCARTHY ESQ3+ years Service code 22 · EIN 11-3033680 1454 ROUTE 22 · BREWSTER, NY 10509 | Insurance Broker | $26,400 |
COSTAROTHBORT LLC2 years Service code 10 · EIN 46-5286678 445 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Accounting | $20,000 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 20-3838633 115 N. CHURCH ST · MOORESTOWN, NJ 08057 | Actuarial | $20,000 |
Filed as: QUANVEST Service code 20 · EIN 11-2559669 390 PLANDOME RD · MANHASSET, NY 11030 | Trustee (individual) | $18,000 |
A. MCCABE3+ years Service code 24 · EIN 51-6128660 1065 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Discretionary Trustee | $16,200 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 C/O QUANTITATIVE 2 GATEWAY CENTER · NEWARK, NJ 07102 | Investment Management | $9,344 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $360,335-100.0% | $157,466-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | - |
| Annual return | 4.82% | 25.06%-20.2pp | 12.68%-7.9pp | - |
| Employer contribution / active EE | $1,455 | $22,783-93.6% | $22,860-93.6% | - |
| Participant deferral / active EE | $0 | $0 | $123-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $2,825-100.0% | - |