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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUMAN INTEREST ADVISORS LLC Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $13,564 |
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 | $22,849 | $86,225-73.5% | $146,685-84.4% | $86,813-73.7% |
| Participation rate | 73.3% | 78.0%-4.7pp | 80.1%-6.8pp | 72.3%+1.0pp |
| Annual return | 86.29% | 31.23%+55.1pp | 22.75%+63.5pp | 97.93%-11.6pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,137-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $6,104 | $4,245+43.8% | $5,507+10.8% | $4,131+47.7% |
| Admin fee / account holder | $43 | $195-78.0% | $10,281-99.6% | $170-74.6% |