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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 | $47,270 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,901 | $80,705-7.2% | $115,768-35.3% | $67,986+10.2% |
| Participation rate | 96.0% | 63.0%+33.0pp | 74.4%+21.6pp | 57.2%+38.8pp |
| Annual return | 36.12% | 18.49%+17.6pp | 100.46%-64.3pp | 31.67%+4.5pp |
| Employer contribution / active EE | $6,382 | $2,046+211.9% | $2,940+117.1% | $2,019+216.2% |
| Participant deferral / active EE | $13,509 | $3,559+279.6% | $4,917+174.8% | $3,358+302.3% |
| Admin fee / account holder | $234 | $4,135-94.3% | $12,439-98.1% | $3,203-92.7% |