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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC2 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $20,546 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,171 | $95,417-83.1% | $135,974-88.1% | $74,460-78.3% |
| Participation rate | 58.5% | 78.2%-19.8pp | 81.9%-23.5pp | 70.7%-12.3pp |
| Annual return | 41.99% | 32.76%+9.2pp | 68.30%-26.3pp | 34.38%+7.6pp |
| Employer contribution / active EE | $4 | $3,878-99.9% | $4,859-99.9% | $2,638-99.9% |
| Participant deferral / active EE | $4,533 | $7,789-41.8% | $7,760-41.6% | $4,530+0.1% |
| Admin fee / account holder | $53 | $266-80.2% | $10,767-99.5% | $348-84.8% |