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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STERN, KORY, SREDEN & MORGAN Service code 10 · EIN 95-4509853 24961 THE OLD ROAD · STEVENSON RANCH, CA 91381 | Accounting | $5,572 |
MICHAEL F. YATES & COMPANY, INC.2+ years Filed as: MICHAEL WILLIAM LAGOS Service code 27 21700 COPLEY DRIVE, SUITE 395 · DIAMOND BAR, CA 91765 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,073 | $75,183-93.3% | $123,894-95.9% | $55,167-90.8% |
| Participation rate | 99.1% | 72.8%+26.3pp | 81.4%+17.7pp | 69.0%+30.1pp |
| Annual return | -1.67% | 19.01%-20.7pp | 47.52%-49.2pp | 169.23%-170.9pp |
| Employer contribution / active EE | $705 | $2,823-75.0% | $4,617-84.7% | $1,963-64.1% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $86 | $663-87.0% | $8,357-99.0% | $504-82.9% |