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| 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 | $12,335 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,039 | $45,126-68.9% | $85,187-83.5% | $74,459-81.1% |
| Participation rate | 79.3% | 49.4%+30.0pp | 67.5%+11.8pp | 67.2%+12.1pp |
| Annual return | 8.89% | 26.30%-17.4pp | 66.67%-57.8pp | 1369.70%-1360.8pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,141 | $2,738+87.7% | $4,525+13.6% | $4,350+18.2% |
| Admin fee / account holder | $64 | $2,212-97.1% | $6,162-99.0% | $1,945-96.7% |