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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUMAN INTEREST ADVISORS LLC Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $14,652 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,714 | $69,231-71.5% | $91,994-78.6% | $67,579-70.8% |
| Participation rate | 90.4% | 78.9%+11.5pp | 78.6%+11.8pp | 71.3%+19.2pp |
| Annual return | 49.80% | 32.03%+17.8pp | 69.04%-19.2pp | 378.56%-328.8pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $3,453-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $9,723 | $5,854+66.1% | $5,924+64.1% | $3,539+174.7% |
| Admin fee / account holder | $67 | $107-37.4% | $7,744-99.1% | $142-52.8% |