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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINSCO PRIVATE LEDGER Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $29,134 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,688 | $180,749+2.2% | $160,784+14.9% | $137,256+34.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.11% | 2234.46%-2220.4pp | 1803.92%-1789.8pp | 220.34%-206.2pp |
| Employer contribution / active EE | $7,053 | $4,155+69.7% | $3,733+89.0% | $4,156+69.7% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,316 | $10,397-87.3% | $9,717-86.5% | $12,270-89.3% |