Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $90,064-68.9% | $100,415-72.1% | $77,762-64.0% |
| Participation rate | 93.5% | 81.3%+12.3pp | 81.5%+12.0pp | 70.6%+23.0pp |
| Annual return | 15.70% | 20.61%-4.9pp | 49.47%-33.8pp | 31.27%-15.6pp |
| Employer contribution / active EE | $3,371 | $3,043+10.8% | $3,943-14.5% | $2,728+23.6% |
| Participant deferral / active EE | $7,520 | $8,282-9.2% | $8,091-7.1% | $4,651+61.7% |
| Admin fee / account holder | $71 | $172-58.5% | $7,906-99.1% | $433-83.5% |