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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC3 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $22,514 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,138 | $210,698-99.5% | $178,014-99.4% | $145,959-99.2% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 10.31% | 386.27%-376.0pp | 294.80%-284.5pp | 561.95%-551.6pp |
| Employer contribution / active EE | $17,104 | $4,567+274.5% | $3,950+333.0% | $4,661+267.0% |
| Participant deferral / active EE | $28,422 | $6,958+308.4% | $6,276+352.8% | $6,689+324.9% |
| Admin fee / account holder | $3,752 | $12,016-68.8% | $10,362-63.8% | $13,398-72.0% |