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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 | $13,046 |
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 | $19,376 | $91,537-78.8% | $130,045-85.1% | $75,173-74.2% |
| Participation rate | 71.3% | 71.5%-0.2pp | 78.5%-7.2pp | 67.2%+4.1pp |
| Annual return | 20.52% | -631.55%+652.1pp | -137.30%+157.8pp | 160.72%-140.2pp |
| Employer contribution / active EE | $2,125 | $2,845-25.3% | $4,321-50.8% | $2,671-20.4% |
| Participant deferral / active EE | $4,746 | $4,343+9.3% | $5,820-18.4% | $4,126+15.0% |
| Admin fee / account holder | $92 | $6,780-98.6% | $10,600-99.1% | $5,651-98.4% |