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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC1+ years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST, SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $6,173 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,216 | $73,459-73.8% | $178,449-89.2% | $74,400-74.2% |
| Participation rate | 81.1% | 66.6%+14.5pp | 77.1%+4.0pp | 67.2%+13.9pp |
| Annual return | 0.00% | 17.50%-17.5pp | 27.09%-27.1pp | 1367.51%-1367.5pp |
| Employer contribution / active EE | $1,655 | $2,219-25.4% | $3,951-58.1% | $2,624-36.9% |
| Participant deferral / active EE | $3,440 | $4,515-23.8% | $6,277-45.2% | $4,348-20.9% |
| Admin fee / account holder | $61 | $1,812-96.7% | $10,362-99.4% | $1,944-96.9% |