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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC4 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $16,453 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 24 E COTA STREET SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $16,026 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,060 | $78,520-1.9% | $96,576-20.2% | $82,448-6.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 18.19% | 41.30%-23.1pp | 38.47%-20.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,291 | $6,754+111.6% | $7,956+79.6% | $4,139+245.3% |
| Admin fee / account holder | $336 | $13,455-97.5% | $11,381-97.1% | $7,234-95.4% |