Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC2 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANSISCO, CA 94101 | Contract Administrator | $14,032 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,276 | $79,169-88.3% | $100,415-90.8% | $74,478-87.5% |
| Participation rate | 92.2% | 79.4%+12.8pp | 81.5%+10.7pp | 67.2%+25.0pp |
| Annual return | 15.35% | 20.51%-5.2pp | 49.47%-34.1pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $2,197 | $3,017-27.2% | $3,943-44.3% | $2,626-16.3% |
| Participant deferral / active EE | $3,118 | $7,751-59.8% | $8,091-61.5% | $4,350-28.3% |
| Admin fee / account holder | $35 | $1,337-97.4% | $7,906-99.6% | $1,946-98.2% |