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| 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.
Annual investment return 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 | $28,167-10.7% | $73,658-65.8% | $64,728-61.1% |
| Participation rate | 100.0% | 21.1%+78.9pp | 57.0%+43.0pp | 57.9%+42.1pp |
| Annual return | 10.08% | 139.75%-129.7pp | 29.72%-19.6pp | 49.38%-39.3pp |
| Employer contribution / active EE | $1,007 | $373+170.0% | $1,032-2.5% | $2,243-55.1% |
| Participant deferral / active EE | $0 | $597-100.0% | $2,062-100.0% | $2,729-100.0% |
| Admin fee / account holder | $194 | $1,791-89.1% | $3,357-94.2% | $1,145-83.0% |