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| Provider | Service type | Compensation |
|---|---|---|
LINSCO/PRIVATE LEDGER CORP2+ 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 | $16,760 | $28,416-41.0% | $73,550-77.2% | $69,631-75.9% |
| Participation rate | 100.0% | 38.3%+61.7pp | 54.9%+45.1pp | 70.7%+29.3pp |
| Annual return | 13.75% | -694.13%+707.9pp | -15.16%+28.9pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $1,096 | $430+154.5% | $1,219-10.1% | $2,032-46.1% |
| Participant deferral / active EE | $0 | $897-100.0% | $1,804-100.0% | $3,224-100.0% |
| Admin fee / account holder | $123 | $104+17.6% | $2,320-94.7% | $110+11.1% |