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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 | $23,223 |
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).
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 | $28,023 | $89,808-68.8% | $100,383-72.1% | $77,671-63.9% |
| Participation rate | 93.5% | 81.2%+12.4pp | 81.5%+12.0pp | 70.6%+23.0pp |
| Annual return | 15.70% | 20.62%-4.9pp | 49.26%-33.6pp | 31.21%-15.5pp |
| Employer contribution / active EE | $3,371 | $3,039+10.9% | $3,944-14.5% | $2,726+23.6% |
| Participant deferral / active EE | $7,520 | $8,284-9.2% | $8,086-7.0% | $4,648+61.8% |
| Admin fee / account holder | $71 | $174-59.0% | $7,900-99.1% | $430-83.4% |