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| Provider | Service type | Compensation |
|---|---|---|
SCHILLER'S PENSION CONSULTING9+ years Service code 17 · EIN 94-3208573 216 N. SAN MATEO DRIVE · SAN MATEO, CA 94401 | Pension Consulting | $5,887 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,147 | $61,787+15.1% | $97,197-26.8% | $80,925-12.1% |
| Participation rate | 90.5% | 63.5%+27.1pp | 72.7%+17.9pp | 67.7%+22.9pp |
| Annual return | 14.22% | -558.16%+572.4pp | 75.47%-61.3pp | 35.65%-21.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $40 | $5,170-99.2% | $5,637-99.3% | $6,940-99.4% |