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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUMAN INTEREST ADVISORS LLC Service code 13 · EIN 47-4307706 300 MONTGOMERY STREET, STE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $8,282 |
Filed as: AT RETIREMENT SERVICE Service code 15 · EIN 83-3455979 855 MAIN STREET, 4TH FLOOR · DUBUQUE, IA 520016825 | Recordkeeping | $2,070 |
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 | $21,000 | $63,768-67.1% | $98,483-78.7% | $79,391-73.5% |
| Participation rate | 97.7% | 69.9%+27.9pp | 73.3%+24.4pp | 70.7%+27.0pp |
| Annual return | 54.11% | 626.18%-572.1pp | 1494.38%-1440.3pp | 116.88%-62.8pp |
| Employer contribution / active EE | $2,530 | $2,558-1.1% | $2,961-14.5% | $2,428+4.2% |
| Participant deferral / active EE | $4,974 | $3,305+50.5% | $4,276+16.3% | $4,046+23.0% |
| Admin fee / account holder | $38 | $516-92.6% | $5,953-99.4% | $627-93.9% |