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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC2 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $30,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,789 | $101,591-66.7% | $147,096-77.0% | $74,429-54.6% |
| Participation rate | 64.9% | 75.5%-10.6pp | 82.2%-17.2pp | 67.2%-2.3pp |
| Annual return | 25.00% | 8746.45%-8721.5pp | 419.75%-394.7pp | 1368.38%-1343.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $11,733 | $7,302+60.7% | $8,071+45.4% | $4,348+169.8% |
| Admin fee / account holder | $117 | $1,750-93.3% | $13,005-99.1% | $1,944-94.0% |