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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 | $27,243-7.6% | $52,425-52.0% | $79,634-68.4% |
| Participation rate | 100.0% | 22.4%+77.6pp | 55.6%+44.4pp | 62.5%+37.5pp |
| Annual return | 10.08% | 63.36%-53.3pp | 302.12%-292.0pp | 36.46%-26.4pp |
| Employer contribution / active EE | $1,007 | $319+215.4% | $914+10.1% | $2,529-60.2% |
| Participant deferral / active EE | $0 | $636-100.0% | $1,790-100.0% | $3,835-100.0% |
| Admin fee / account holder | $194 | $2,105-90.8% | $2,495-92.2% | $1,002-80.6% |