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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 | $18,634 |
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.
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 | $21,096 | $77,523-72.8% | $100,383-79.0% | $80,874-73.9% |
| Participation rate | 62.3% | 77.0%-14.6pp | 81.5%-19.2pp | 67.6%-5.3pp |
| Annual return | 16.12% | 37.21%-21.1pp | 49.26%-33.1pp | 35.62%-19.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,788 | $6,822+14.2% | $8,086-3.7% | $4,297+81.2% |
| Admin fee / account holder | $105 | $5,899-98.2% | $7,900-98.7% | $6,935-98.5% |