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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC1+ years Filed as: HUMAN INTEREST ADVISORS LLC Service code 13 · EIN 47-4307706 300 MONTGOMERY STREET, STE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $10,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,484 | $65,322-41.1% | $70,494-45.4% | $73,497-47.6% |
| Participation rate | 66.7% | 77.0%-10.3pp | 75.1%-8.4pp | 70.7%-4.0pp |
| Annual return | 0.00% | 15.71%-15.7pp | 109.16%-109.2pp | 28.51%-28.5pp |
| Employer contribution / active EE | $3,974 | $2,460+61.6% | $2,738+45.1% | $2,270+75.0% |
| Participant deferral / active EE | $4,799 | $3,375+42.2% | $3,711+29.3% | $3,740+28.3% |
| Admin fee / account holder | $93 | $214-56.5% | $3,848-97.6% | $513-81.9% |