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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 | $60,261+38.7% | $81,783+2.2% | $74,546+12.1% |
| Participation rate | 82.8% | 62.9%+19.9pp | 72.4%+10.4pp | 67.2%+15.6pp |
| Annual return | 15.85% | 16.88%-1.0pp | 775.05%-759.2pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $5,483 | $2,622+109.2% | $2,913+88.3% | $2,624+108.9% |
| Participant deferral / active EE | $5,885 | $3,388+73.7% | $4,320+36.2% | $4,347+35.4% |
| Admin fee / account holder | $262 | $1,482-82.4% | $7,380-96.5% | $1,944-86.5% |