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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC3 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $25,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,477 | $55,402-63.0% | $76,089-73.1% | $77,714-73.7% |
| Participation rate | 54.9% | 63.6%-8.7pp | 69.1%-14.2pp | 70.6%-15.7pp |
| Annual return | 32.42% | 17.09%+15.3pp | 360.94%-328.5pp | 31.26%+1.2pp |
| Employer contribution / active EE | $0 | $1,789-100.0% | $2,690-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $4,949 | $3,450+43.5% | $4,259+16.2% | $4,649+6.5% |
| Admin fee / account holder | $82 | $410-80.0% | $6,418-98.7% | $433-81.0% |