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| Provider | Service type | Compensation |
|---|---|---|
OPINICUS CAPITAL, INC.5 years Service code 26 3014 W. PALMIRA AVE. #201 · TAMPA, FL 33629 | Advisory (Participants) | $27,777 |
Filed as: JOHN HANCOCK LIFE INS CO - USA Service code 15 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $5,104 |
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 | $83,584 | $60,454+38.3% | $81,844+2.1% | $74,459+12.3% |
| Participation rate | 82.8% | 63.0%+19.8pp | 72.4%+10.4pp | 67.2%+15.6pp |
| Annual return | 15.85% | 16.87%-1.0pp | 778.87%-763.0pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $5,483 | $2,630+108.5% | $2,916+88.0% | $2,626+108.8% |
| Participant deferral / active EE | $5,885 | $3,398+73.2% | $4,323+36.1% | $4,350+35.3% |
| Admin fee / account holder | $262 | $1,490-82.4% | $7,355-96.4% | $1,945-86.5% |