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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 | $26,647 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,633 | $68,346-55.2% | $94,646-67.6% | $75,163-59.2% |
| Participation rate | 95.8% | 76.1%+19.7pp | 80.8%+15.0pp | 67.2%+28.6pp |
| Annual return | 20.85% | 616.93%-596.1pp | 156.71%-135.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $21,290 | $6,537+225.7% | $7,418+187.0% | $4,125+416.1% |
| Admin fee / account holder | $135 | $5,326-97.5% | $7,231-98.1% | $5,651-97.6% |