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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 | $211,224-99.5% | $178,505-99.4% | $145,897-99.2% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 10.31% | 30.28%-20.0pp | 27.16%-16.8pp | 552.29%-542.0pp |
| Employer contribution / active EE | $17,104 | $4,577+273.7% | $3,955+332.5% | $4,663+266.8% |
| Participant deferral / active EE | $28,422 | $6,966+308.0% | $6,280+352.5% | $6,689+324.9% |
| Admin fee / account holder | $3,752 | $12,109-69.0% | $10,428-64.0% | $13,390-72.0% |