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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUMAN INTEREST ADVISORS LLC Service code 13 · EIN 47-4307706 300 MOLNTGOMERY STREET, STE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $6,585 |
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 | $14,604 | $58,320-75.0% | $86,438-83.1% | $66,938-78.2% |
| Participation rate | 82.2% | 78.6%+3.6pp | 80.3%+1.9pp | 69.8%+12.4pp |
| Annual return | 0.00% | -9.71%+9.7pp | 4397.19%-4397.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $2,155 | $2,615-17.6% | $3,769-42.8% | $2,545-15.3% |
| Participant deferral / active EE | $4,061 | $6,899-41.1% | $6,952-41.6% | $4,238-4.2% |
| Admin fee / account holder | $38 | $546-93.0% | $6,733-99.4% | $594-93.5% |