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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC3 years Filed as: HUMAN INTEREST ADVISORS LLC Service code 13 · EIN 47-4307706 300 MOLNTGOMERY STREET, STE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $17,765 |
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 | $24,111 | $79,045-69.5% | $100,378-76.0% | $74,429-67.6% |
| Participation rate | 92.9% | 79.4%+13.5pp | 81.5%+11.4pp | 67.2%+25.7pp |
| Annual return | 14.65% | 20.61%-6.0pp | 49.41%-34.8pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $2,799 | $3,015-7.2% | $3,942-29.0% | $2,625+6.6% |
| Participant deferral / active EE | $5,508 | $7,751-28.9% | $8,087-31.9% | $4,348+26.7% |
| Admin fee / account holder | $109 | $1,335-91.8% | $7,899-98.6% | $1,944-94.4% |