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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 | $17,419 |
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 | $15,782 | $101,539-84.5% | $147,041-89.3% | $74,400-78.8% |
| Participation rate | 90.8% | 75.5%+15.2pp | 82.2%+8.6pp | 67.2%+23.5pp |
| Annual return | 18.13% | 8740.84%-8722.7pp | 419.21%-401.1pp | 1367.51%-1349.4pp |
| Employer contribution / active EE | $1,874 | $3,811-50.8% | $4,935-62.0% | $2,624-28.6% |
| Participant deferral / active EE | $6,907 | $7,304-5.4% | $8,071-14.4% | $4,348+58.9% |
| Admin fee / account holder | $72 | $1,749-95.9% | $13,006-99.4% | $1,944-96.3% |