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 CORP1+ years Filed as: LINSCO PRIVATE LEDGER Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,671 | $23,385-37.3% | $69,182-78.8% | $57,658-74.6% |
| Participation rate | 100.0% | 37.9%+62.1pp | 55.1%+44.9pp | 70.2%+29.8pp |
| Annual return | -2.64% | -659.34%+656.7pp | -21.93%+19.3pp | 5.13%-7.8pp |
| Employer contribution / active EE | $1,098 | $422+159.9% | $1,206-9.0% | $1,974-44.4% |
| Participant deferral / active EE | $0 | $843-100.0% | $1,897-100.0% | $3,061-100.0% |
| Admin fee / account holder | $112 | $82+36.7% | $2,697-95.8% | $95+18.7% |