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| Provider | Service type | Compensation |
|---|---|---|
LINSCO/PRIVATE LEDGER CORP7+ years Filed as: LINSCO PRIVATE LEDGER Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $74,984 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,503 | $30,107-25.3% | $61,501-63.4% | $64,824-65.3% |
| Participation rate | 98.5% | 36.4%+62.1pp | 52.6%+46.0pp | 71.5%+27.0pp |
| Annual return | -10.96% | -13.99%+3.0pp | 339.04%-350.0pp | 32.84%-43.8pp |
| Employer contribution / active EE | $1,341 | $537+149.8% | $1,160+15.6% | $2,507-46.5% |
| Participant deferral / active EE | $0 | $1,126-100.0% | $2,125-100.0% | $4,311-100.0% |
| Admin fee / account holder | $198 | $148+33.8% | $2,132-90.7% | $188+5.6% |