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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUMAN INTEREST ADVISORS LLC Service code 13 · EIN 47-4307706 300 MONTGOMERY STREET, SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $6,328 |
LT TRUST COMPANY1 year Service code 15 · EIN 61-1607607 5975 S. QUEBEC, SUITE 330 · CENTENNIAL, CO 80111 | Recordkeeping | $2,297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,214 | $66,813-71.2% | $100,530-80.9% | $73,493-73.9% |
| Participation rate | 68.4% | 77.5%-9.1pp | 79.4%-11.0pp | 70.7%-2.3pp |
| Annual return | 30.99% | 25.70%+5.3pp | 30.89%+0.1pp | 28.51%+2.5pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,850 | $5,883-0.6% | $6,271-6.7% | $3,740+56.4% |
| Admin fee / account holder | $50 | $512-90.3% | $8,083-99.4% | $513-90.3% |