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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 | $9,727 |
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 | $50,851 | $101,653-50.0% | $147,080-65.4% | $74,459-31.7% |
| Participation rate | 81.8% | 75.6%+6.3pp | 82.2%-0.4pp | 67.2%+14.6pp |
| Annual return | 14.20% | 8754.98%-8740.8pp | 420.17%-406.0pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $2,979 | $3,813-21.9% | $4,933-39.6% | $2,626+13.5% |
| Participant deferral / active EE | $9,476 | $7,304+29.7% | $8,066+17.5% | $4,350+117.9% |
| Admin fee / account holder | $62 | $1,752-96.5% | $12,989-99.5% | $1,945-96.8% |