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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 | $27,582 |
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 | $42,738 | $101,672-58.0% | $147,117-70.9% | $74,478-42.6% |
| Participation rate | 71.9% | 75.5%-3.7pp | 82.2%-10.3pp | 67.2%+4.6pp |
| Annual return | 60.77% | 8757.83%-8697.1pp | 420.54%-359.8pp | 1370.56%-1309.8pp |
| Employer contribution / active EE | $2,453 | $3,813-35.7% | $4,932-50.3% | $2,626-6.6% |
| Participant deferral / active EE | $5,507 | $7,305-24.6% | $8,065-31.7% | $4,350+26.6% |
| Admin fee / account holder | $184 | $1,753-89.5% | $12,993-98.6% | $1,946-90.5% |