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| Provider | Service type | Compensation |
|---|---|---|
C. VASILE5+ years Service code 24 · EIN 51-6128660 1065 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Discretionary Trustee | $55,361 |
L. GRECO5+ years Service code 13 · EIN 51-6128660 1065 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Contract Administrator | $53,966 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: M. SALOMON Service code 24 · EIN 51-6128660 1065 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Discretionary Trustee | $30,360 |
BRYAN MCCARTHY ESQ5+ years Service code 22 · EIN 11-3033680 1454 ROUTE 22 · BREWSTER, NY 10509 | Insurance Broker | $28,600 |
COSTAROTHBORT LLC4 years Service code 10 · EIN 46-5286678 445 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Accounting | $20,000 |
SUMMIT FINANCIAL CORPORATION5+ 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. MCCABE5+ years Service code 24 · EIN 51-6128660 1065 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Discretionary Trustee | $13,200 |
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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 | $1,185,213-100.0% | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | - |
| Annual return | 0.83% | 42.38%-41.5pp | -2.84%+3.7pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $33,329-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $51-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $2,475-100.0% | - |