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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC1+ years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $13,396 |
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.
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 | $31,782 | $101,591-68.7% | $147,096-78.4% | $74,429-57.3% |
| Participation rate | 56.5% | 75.5%-19.0pp | 82.2%-25.7pp | 67.2%-10.7pp |
| Annual return | 0.00% | 8746.45%-8746.5pp | 419.75%-419.7pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $2,894 | $3,813-24.1% | $4,936-41.4% | $2,625+10.2% |
| Participant deferral / active EE | $5,575 | $7,302-23.7% | $8,071-30.9% | $4,348+28.2% |
| Admin fee / account holder | $114 | $1,750-93.5% | $13,005-99.1% | $1,944-94.2% |