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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC3 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $18,129 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,298 | $90,064-76.4% | $100,392-78.8% | $77,736-72.6% |
| Participation rate | 81.2% | 81.3%-0.1pp | 81.5%-0.3pp | 70.6%+10.6pp |
| Annual return | 14.60% | 20.61%-6.0pp | 49.45%-34.9pp | 31.26%-16.7pp |
| Employer contribution / active EE | $534 | $3,043-82.4% | $3,941-86.4% | $2,728-80.4% |
| Participant deferral / active EE | $5,794 | $8,282-30.0% | $8,090-28.4% | $4,651+24.6% |
| Admin fee / account holder | $65 | $172-62.2% | $7,904-99.2% | $433-85.0% |