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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 | $26,404 |
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).
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 | $27,955 | $101,539-72.5% | $147,041-81.0% | $74,400-62.4% |
| Participation rate | 94.1% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | 21.36% | 8740.84%-8719.5pp | 419.21%-397.8pp | 1367.51%-1346.2pp |
| Employer contribution / active EE | $5,474 | $3,811+43.6% | $4,935+10.9% | $2,624+108.6% |
| Participant deferral / active EE | $9,531 | $7,304+30.5% | $8,071+18.1% | $4,348+119.2% |
| Admin fee / account holder | $114 | $1,749-93.5% | $13,006-99.1% | $1,944-94.1% |