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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 | $15,110 |
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 | $20,622 | $101,798-79.7% | $165,071-87.5% | $80,935-74.5% |
| Participation rate | 71.7% | 71.8%-0.1pp | 78.6%-6.9pp | 67.7%+4.1pp |
| Annual return | 17.07% | 16.73%+0.3pp | 70.17%-53.1pp | 35.66%-18.6pp |
| Employer contribution / active EE | $1,932 | $2,954-34.6% | $4,347-55.6% | $2,757-29.9% |
| Participant deferral / active EE | $4,221 | $4,476-5.7% | $6,035-30.1% | $4,299-1.8% |
| Admin fee / account holder | $90 | $8,221-98.9% | $12,695-99.3% | $6,924-98.7% |