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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 | $16,666 |
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.
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 | $17,835 | $79,169-77.5% | $100,415-82.2% | $74,478-76.1% |
| Participation rate | 60.8% | 79.4%-18.6pp | 81.5%-20.7pp | 67.2%-6.4pp |
| Annual return | 25.90% | 20.51%+5.4pp | 49.47%-23.6pp | 1370.56%-1344.7pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,179 | $7,751-33.2% | $8,091-36.0% | $4,350+19.1% |
| Admin fee / account holder | $64 | $1,337-95.2% | $7,906-99.2% | $1,946-96.7% |