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| Provider | Service type | Compensation |
|---|---|---|
SCHILLER'S PENSION CONSULTING2+ years Service code 17 · EIN 94-3208573 216 N. SAN MATEO DRIVE · SAN MATEO, CA 94401 | Pension Consulting | $9,660 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,233 | $47,448-4.7% | $94,993-52.4% | $62,293-27.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 11.77% | 22.64%-10.9pp | 27.14%-15.4pp | 28.90%-17.1pp |
| Employer contribution / active EE | $1,702 | $1,300+30.9% | $2,603-34.6% | $2,042-16.7% |
| Participant deferral / active EE | $0 | $2,375-100.0% | $3,317-100.0% | $3,169-100.0% |
| Admin fee / account holder | $64 | $434-85.3% | $4,960-98.7% | $479-86.7% |