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| Provider | Service type | Compensation |
|---|---|---|
SCHILLER'S PENSION CONSULTING1+ years Service code 17 · EIN 94-3208573 216 N. SAN MATEO DRIVE · SAN MATEO, CA 94401 | Pension Consulting | $20,885 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,869 | $49,025-14.6% | $87,502-52.2% | $62,881-33.4% |
| Participation rate | 99.0% | 64.9%+34.1pp | 73.8%+25.1pp | 69.3%+29.7pp |
| Annual return | 0.79% | 10.02%-9.2pp | 12.21%-11.4pp | 20.14%-19.4pp |
| Employer contribution / active EE | $1,856 | $1,372+35.3% | $2,550-27.2% | $2,281-18.6% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $145 | $4,065-96.4% | $4,221-96.6% | $4,296-96.6% |