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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 | $11,247 |
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 | $21,992 | $101,798-78.4% | $165,071-86.7% | $80,935-72.8% |
| Participation rate | 63.9% | 71.8%-7.9pp | 78.6%-14.7pp | 67.7%-3.8pp |
| Annual return | 11.26% | 16.73%-5.5pp | 70.17%-58.9pp | 35.66%-24.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,759 | $4,476-38.4% | $6,035-54.3% | $4,299-35.8% |
| Admin fee / account holder | $152 | $8,221-98.2% | $12,695-98.8% | $6,924-97.8% |