Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC2 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $11,687 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,302 | $50,919-75.8% | $155,556-92.1% | $77,762-84.2% |
| Participation rate | 43.9% | 63.1%-19.2pp | 78.2%-34.4pp | 70.6%-26.7pp |
| Annual return | 16.25% | 34.84%-18.6pp | 64.84%-48.6pp | 31.27%-15.0pp |
| Employer contribution / active EE | $941 | $1,991-52.8% | $4,675-79.9% | $2,728-65.5% |
| Participant deferral / active EE | $1,429 | $2,824-49.4% | $5,631-74.6% | $4,651-69.3% |
| Admin fee / account holder | $66 | $437-84.8% | $15,885-99.6% | $433-84.7% |