Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINSCO/PRIVATE LEDGER CORP10+ years Filed as: LINSCO PRIVATE LEDGER Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DROVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $76,579 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,160 | $69,255-63.7% | $136,833-81.6% | $69,255-63.7% |
| Participation rate | 100.0% | 69.0%+31.0pp | 59.0%+41.0pp | 69.0%+31.0pp |
| Annual return | 10.08% | 26.73%-16.7pp | 35.32%-25.2pp | 26.73%-16.7pp |
| Employer contribution / active EE | $1,007 | $2,645-61.9% | $1,319-23.6% | $2,645-61.9% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $2,441-100.0% | $2,890-100.0% |
| Admin fee / account holder | $194 | $733-73.5% | $4,706-95.9% | $733-73.5% |