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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC3 years Filed as: HUMAN INTEREST, INC. Service code 13 300 MONTGOMERY STREET · SAN FRANCISO, CA 94104 | Contract Administrator | $20,228 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,616 | $49,451-70.4% | $79,580-81.6% | $66,938-78.2% |
| Participation rate | 93.3% | 61.3%+32.0pp | 69.5%+23.8pp | 69.8%+23.5pp |
| Annual return | -25.74% | 84.25%-110.0pp | 0.15%-25.9pp | 1.58%-27.3pp |
| Employer contribution / active EE | $2,769 | $1,266+118.8% | $2,413+14.7% | $2,545+8.8% |
| Participant deferral / active EE | $7,755 | $3,159+145.5% | $3,985+94.6% | $4,238+83.0% |
| Admin fee / account holder | $64 | $595-89.2% | $6,835-99.1% | $594-89.2% |