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| Provider | Service type | Compensation |
|---|---|---|
LINSCO/PRIVATE LEDGER CORP4+ 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 | $19,896 | $25,302-21.4% | $74,723-73.4% | $67,582-70.6% |
| Participation rate | 99.7% | 37.8%+61.9pp | 54.5%+45.3pp | 71.3%+28.5pp |
| Annual return | 3.54% | 10291.17%-10287.6pp | 753.18%-749.6pp | 378.57%-375.0pp |
| Employer contribution / active EE | $1,079 | $446+141.7% | $1,084-0.5% | $2,148-49.8% |
| Participant deferral / active EE | $0 | $954-100.0% | $1,962-100.0% | $3,539-100.0% |
| Admin fee / account holder | $147 | $108+36.3% | $3,335-95.6% | $142+3.1% |