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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC2 years Service code 12 · EIN 47-4307706 300 MONTGOMERY ST, SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator; Claims proces... | $20,320 |
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 | $9,022 | $80,763-88.8% | $102,412-91.2% | $74,459-87.9% |
| Participation rate | 96.0% | 65.7%+30.3pp | 74.5%+21.5pp | 67.2%+28.8pp |
| Annual return | 14.15% | 27.57%-13.4pp | 24.94%-10.8pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $2,054 | $3,160-35.0% | $3,870-46.9% | $2,626-21.8% |
| Participant deferral / active EE | $3,841 | $3,862-0.5% | $5,060-24.1% | $4,350-11.7% |
| Admin fee / account holder | $66 | $2,371-97.2% | $8,388-99.2% | $1,945-96.6% |