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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUMAN ADVISOR LLC Service code 13 · EIN 47-4307706 300 MONTGOMERY STREET SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $17,489 |
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).
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 | $16,279 | $64,612-74.8% | $86,438-81.2% | $64,819-74.9% |
| Participation rate | 69.3% | 81.5%-12.1pp | 80.3%-11.0pp | 71.5%-2.1pp |
| Annual return | 7.99% | 0.66%+7.3pp | 4397.19%-4389.2pp | 32.84%-24.8pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $8,379 | $7,497+11.8% | $6,952+20.5% | $4,311+94.4% |
| Admin fee / account holder | $30 | $169-82.4% | $6,733-99.6% | $188-84.2% |