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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 | $15,789 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,644 | $50,902-41.8% | $155,534-80.9% | $77,736-61.9% |
| Participation rate | 85.1% | 63.1%+22.0pp | 78.2%+6.9pp | 70.6%+14.5pp |
| Annual return | 90.47% | 34.85%+55.6pp | 64.92%+25.5pp | 31.26%+59.2pp |
| Employer contribution / active EE | $3,634 | $1,991+82.5% | $4,675-22.3% | $2,728+33.2% |
| Participant deferral / active EE | $6,213 | $2,824+120.0% | $5,630+10.4% | $4,651+33.6% |
| Admin fee / account holder | $49 | $437-88.8% | $15,900-99.7% | $433-88.8% |