Filed June 11, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $107,965 |
HUMAN INTEREST ADVISOR LLC2+ years Filed as: HUMAN INVESTING Service code 27 5800 SW MEADOWS RD, SUITE 200 · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $84,973 |
DELAP LLP2+ years Filed as: DELAP Service code 10 · EIN 93-0418710 | Accounting | $22,058 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,877 | $36,916+67.6% | $156,551-60.5% | $57,658+7.3% |
| Participation rate | 97.7% | 63.4%+34.3pp | 84.0%+13.7pp | 70.2%+27.5pp |
| Annual return | 7.40% | 12.38%-5.0pp | 32.23%-24.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $2,479 | $1,571+57.8% | $5,501-54.9% | $1,974+25.6% |
| Participant deferral / active EE | $4,757 | $1,926+147.1% | $4,871-2.3% | $3,061+55.4% |
| Admin fee / account holder | $190 | $82+129.9% | $13,028-98.5% | $95+100.6% |