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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 | $27,876-9.7% | $83,854-70.0% | $65,191-61.4% |
| Participation rate | 100.0% | 23.2%+76.8pp | 59.1%+40.9pp | 63.0%+37.0pp |
| Annual return | 10.08% | 305.90%-295.8pp | 31.39%-21.3pp | 51.24%-41.2pp |
| Employer contribution / active EE | $1,007 | $472+113.2% | $1,017-1.0% | $2,400-58.1% |
| Participant deferral / active EE | $0 | $580-100.0% | $2,035-100.0% | $2,671-100.0% |
| Admin fee / account holder | $194 | $1,497-87.0% | $3,197-93.9% | $907-78.6% |