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| Provider | Service type | Compensation |
|---|---|---|
OPINICUS CAPITAL, INC.3 years Service code 26 3014 W. PALMIRA AVE. #201 · TAMPA, FL 33629 | Advisory (Participants) | $20,319 |
Filed as: JOHN HANCOCK LIFE INS CO - USA Service code 15 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,789 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,413 | $51,226+29.6% | $82,706-19.7% | $66,930-0.8% |
| Participation rate | 85.8% | 67.9%+18.0pp | 72.6%+13.3pp | 69.8%+16.0pp |
| Annual return | -17.88% | -9.61%-8.3pp | 701.76%-719.6pp | 1.57%-19.5pp |
| Employer contribution / active EE | $6,233 | $2,612+138.6% | $3,007+107.3% | $2,545+144.9% |
| Participant deferral / active EE | $5,700 | $3,460+64.7% | $4,394+29.7% | $4,238+34.5% |
| Admin fee / account holder | $211 | $416-49.3% | $5,329-96.0% | $593-64.5% |