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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUMAN INTEREST ADVISORS LLC Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $5,526 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,903 | $58,655-81.4% | $91,994-88.1% | $65,185-83.3% |
| Participation rate | 45.3% | 75.3%-29.9pp | 78.6%-33.3pp | 70.2%-24.9pp |
| Annual return | 114.88% | 33.92%+81.0pp | 69.04%+45.8pp | 29.38%+85.5pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $8,596 | $5,474+57.0% | $5,924+45.1% | $3,514+144.6% |
| Admin fee / account holder | $39 | $434-91.0% | $7,744-99.5% | $847-95.4% |