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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC1+ years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST, SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $6,347 |
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 | $6,366 | $50,902-87.5% | $155,534-95.9% | $77,736-91.8% |
| Participation rate | 79.6% | 63.1%+16.5pp | 78.2%+1.4pp | 70.6%+9.0pp |
| Annual return | 0.00% | 34.85%-34.8pp | 64.92%-64.9pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,044 | $2,824-63.0% | $5,630-81.5% | $4,651-77.6% |
| Admin fee / account holder | $17 | $437-96.1% | $15,900-99.9% | $433-96.1% |