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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 | $16,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,727 | $55,472-17.6% | $155,567-70.6% | $74,546-38.7% |
| Participation rate | 65.0% | 61.9%+3.1pp | 78.2%-13.2pp | 67.2%-2.2pp |
| Annual return | 31.73% | 268.72%-237.0pp | 64.74%-33.0pp | 1366.03%-1334.3pp |
| Employer contribution / active EE | $32 | $2,269-98.6% | $4,674-99.3% | $2,624-98.8% |
| Participant deferral / active EE | $9,019 | $2,838+217.8% | $5,628+60.3% | $4,347+107.4% |
| Admin fee / account holder | $133 | $1,743-92.4% | $15,916-99.2% | $1,944-93.2% |