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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 | $38,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,840 | $101,672-58.8% | $147,117-71.6% | $74,478-43.8% |
| Participation rate | 54.9% | 75.5%-20.6pp | 82.2%-27.3pp | 67.2%-12.3pp |
| Annual return | 16.10% | 8757.83%-8741.7pp | 420.54%-404.4pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,591 | $7,305+17.6% | $8,065+6.5% | $4,350+97.5% |
| Admin fee / account holder | $181 | $1,753-89.7% | $12,993-98.6% | $1,946-90.7% |