Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,499-66.7% | $147,005-77.0% | $74,546-54.7% |
| Participation rate | 64.9% | 75.5%-10.6pp | 82.2%-17.2pp | 67.2%-2.3pp |
| Annual return | 25.00% | 8732.34%-8707.3pp | 418.76%-393.8pp | 1366.03%-1341.0pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $11,733 | $7,304+60.6% | $8,070+45.4% | $4,347+169.9% |
| Admin fee / account holder | $117 | $1,748-93.3% | $13,006-99.1% | $1,944-94.0% |